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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 | $167,030-70.6% | $135,768-63.8% | $155,188-68.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.47% | 678.39%-657.9pp | 526.10%-505.6pp | 148.84%-128.4pp |
| Employer contribution / active EE | $3,796 | $4,132-8.1% | $3,394+11.9% | $4,248-10.6% |
| Participant deferral / active EE | $6,819 | $4,528+50.6% | $3,977+71.5% | $6,531+4.4% |
| Admin fee / account holder | $562 | $8,172-93.1% | $7,048-92.0% | $14,480-96.1% |