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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 | $47,304 | $84,713-44.2% | $75,717-37.5% | $167,518-71.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.77% | 199.49%-187.7pp | 104.58%-92.8pp | 478.71%-466.9pp |
| Employer contribution / active EE | $472 | $3,229-85.4% | $2,743-82.8% | $4,838-90.3% |
| Participant deferral / active EE | $4,550 | $4,578-0.6% | $3,821+19.1% | $6,342-28.3% |
| Admin fee / account holder | $547 | $5,357-89.8% | $3,619-84.9% | $12,312-95.6% |