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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 | $166,131-71.6% | $164,975-71.4% | $145,877-67.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.29% | 100.37%-79.1pp | 70.12%-48.8pp | 551.28%-530.0pp |
| Employer contribution / active EE | $6,000 | $5,276+13.7% | $4,343+38.2% | $4,663+28.7% |
| Participant deferral / active EE | $11,283 | $6,962+62.1% | $6,033+87.0% | $6,691+68.6% |
| Admin fee / account holder | $397 | $16,648-97.6% | $12,688-96.9% | $13,402-97.0% |