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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 | $81,329 | $115,917-29.8% | $100,535-19.1% | $158,982-48.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 52.07% | 34.80%+17.3pp | 30.90%+21.2pp | 302.99%-250.9pp |
| Employer contribution / active EE | $520 | $4,105-87.3% | $3,419-84.8% | $4,763-89.1% |
| Participant deferral / active EE | $6,135 | $6,677-8.1% | $6,271-2.2% | $5,983+2.5% |
| Admin fee / account holder | $1,692 | $11,002-84.6% | $8,085-79.1% | $11,252-85.0% |