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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 | $53,860 | $107,368-49.8% | $92,915-42.0% | $152,909-64.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.52% | 145.64%-122.1pp | 109.45%-85.9pp | 345.46%-321.9pp |
| Employer contribution / active EE | $5,366 | $4,222+27.1% | $3,653+46.9% | $4,764+12.6% |
| Participant deferral / active EE | $4,985 | $4,848+2.8% | $4,238+17.6% | $5,851-14.8% |
| Admin fee / account holder | $1,600 | $7,082-77.4% | $5,796-72.4% | $11,601-86.2% |