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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 | $62,157 | $183,539-66.1% | $155,556-60.0% | $145,897-57.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.95% | 61.31%-40.4pp | 64.84%-43.9pp | 552.29%-531.3pp |
| Employer contribution / active EE | $2,457 | $5,315-53.8% | $4,675-47.5% | $4,663-47.3% |
| Participant deferral / active EE | $4,572 | $6,467-29.3% | $5,631-18.8% | $6,689-31.7% |
| Admin fee / account holder | $468 | $19,275-97.6% | $15,885-97.1% | $13,390-96.5% |