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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 | $47,315 | $125,237-62.2% | $105,608-55.2% | $145,877-67.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.62% | 225.76%-214.1pp | 116.50%-104.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,614 | $3,720-56.6% | $3,167-49.0% | $4,663-65.4% |
| Participant deferral / active EE | $5,401 | $5,711-5.4% | $5,010+7.8% | $6,691-19.3% |
| Admin fee / account holder | $723 | $17,287-95.8% | $11,028-93.4% | $13,402-94.6% |