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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 | $47,112 | $166,268-71.7% | $165,100-71.5% | $145,897-67.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.29% | 100.52%-79.2pp | 70.21%-48.9pp | 552.29%-531.0pp |
| Employer contribution / active EE | $6,000 | $5,284+13.6% | $4,348+38.0% | $4,663+28.7% |
| Participant deferral / active EE | $11,283 | $6,964+62.0% | $6,035+86.9% | $6,689+68.7% |
| Admin fee / account holder | $397 | $16,659-97.6% | $12,696-96.9% | $13,390-97.0% |