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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 | $58,416 | $217,432-73.1% | $185,851-68.6% | $167,553-65.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.62% | 148.43%-138.8pp | 122.11%-112.5pp | 478.89%-469.3pp |
| Employer contribution / active EE | $2,043 | $5,874-65.2% | $5,168-60.5% | $4,840-57.8% |
| Participant deferral / active EE | $4,238 | $6,357-33.3% | $5,569-23.9% | $6,343-33.2% |
| Admin fee / account holder | $1,562 | $19,820-92.1% | $16,245-90.4% | $12,316-87.3% |