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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 | $68,261 | $109,904-37.9% | $97,167-29.7% | $145,959-53.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 25.66% | 243.43%-217.8pp | 75.27%-49.6pp | 561.95%-536.3pp |
| Employer contribution / active EE | $5,578 | $3,084+80.8% | $2,729+104.4% | $4,661+19.7% |
| Participant deferral / active EE | $8,713 | $4,676+86.3% | $4,264+104.4% | $6,689+30.3% |
| Admin fee / account holder | $602 | $6,216-90.3% | $5,650-89.3% | $13,398-95.5% |