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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 | $50,826 | $88,754-42.7% | $81,820-37.9% | $145,877-65.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.95% | 1031.77%-1011.8pp | 777.93%-758.0pp | 551.28%-531.3pp |
| Employer contribution / active EE | $5,583 | $3,085+81.0% | $2,915+91.5% | $4,663+19.7% |
| Participant deferral / active EE | $2,278 | $4,648-51.0% | $4,323-47.3% | $6,691-66.0% |
| Admin fee / account holder | $429 | $8,424-94.9% | $7,391-94.2% | $13,402-96.8% |