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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 | $58,751 | $108,942-46.1% | $100,415-41.5% | $145,897-59.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.88% | 58.27%-45.4pp | 49.47%-36.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,415 | $4,422-45.4% | $3,943-38.7% | $4,663-48.2% |
| Participant deferral / active EE | $3,858 | $8,461-54.4% | $8,091-52.3% | $6,689-42.3% |
| Admin fee / account holder | $650 | $9,702-93.3% | $7,906-91.8% | $13,390-95.1% |