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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 | $63,175 | $162,529-61.1% | $130,788-51.7% | $154,746-59.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.53% | 510.48%-492.9pp | 386.44%-368.9pp | 172.34%-154.8pp |
| Employer contribution / active EE | $179 | $4,447-96.0% | $3,558-95.0% | $4,379-95.9% |
| Participant deferral / active EE | $14,174 | $4,808+194.8% | $4,137+242.6% | $6,730+110.6% |
| Admin fee / account holder | $1,508 | $7,669-80.3% | $6,673-77.4% | $14,365-89.5% |