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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 | $55,265 | $70,366-21.5% | $66,674-17.1% | $138,895-60.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.98% | 386.41%-372.4pp | 321.24%-307.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $3,062 | $2,765+10.7% | $2,620+16.8% | $4,194-27.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,600 | $5,262-69.6% | $5,098-68.6% | $12,562-87.3% |