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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,547 | $118,877-59.2% | $96,570-49.7% | $167,536-71.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.64% | 50.50%-41.9pp | 37.79%-29.2pp | 478.82%-470.2pp |
| Employer contribution / active EE | $16,925 | $3,121+442.4% | $2,357+618.0% | $4,839+249.8% |
| Participant deferral / active EE | $12,553 | $4,617+171.9% | $3,849+226.1% | $6,342+97.9% |
| Admin fee / account holder | $480 | $8,069-94.1% | $6,182-92.2% | $12,315-96.1% |