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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 | $62,069 | $183,539-66.2% | $155,556-60.1% | $145,897-57.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.20% | 61.31%-52.1pp | 64.84%-55.6pp | 552.29%-543.1pp |
| Employer contribution / active EE | $3,278 | $5,315-38.3% | $4,675-29.9% | $4,663-29.7% |
| Participant deferral / active EE | $4,667 | $6,467-27.8% | $5,631-17.1% | $6,689-30.2% |
| Admin fee / account holder | $1,173 | $19,275-93.9% | $15,885-92.6% | $13,390-91.2% |