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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 | $63,920 | $217,432-70.6% | $185,849-65.6% | $167,536-61.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.42% | 148.42%-132.0pp | 122.10%-105.7pp | 478.82%-462.4pp |
| Employer contribution / active EE | $1,509 | $5,875-74.3% | $5,169-70.8% | $4,839-68.8% |
| Participant deferral / active EE | $3,413 | $6,357-46.3% | $5,569-38.7% | $6,342-46.2% |
| Admin fee / account holder | $1,224 | $19,818-93.8% | $16,244-92.5% | $12,315-90.1% |