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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 | $49,093 | $154,754-68.3% | $124,206-60.5% | $138,895-64.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 20.47% | 709.28%-688.8pp | 515.27%-494.8pp | 145.39%-124.9pp |
| Employer contribution / active EE | $3,796 | $4,446-14.6% | $3,540+7.2% | $4,194-9.5% |
| Participant deferral / active EE | $6,819 | $4,621+47.6% | $3,968+71.9% | $6,396+6.6% |
| Admin fee / account holder | $562 | $6,690-91.6% | $5,929-90.5% | $12,562-95.5% |