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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 | $60,337 | $129,737-53.5% | $119,126-49.4% | $154,746-61.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.53% | 379.08%-364.5pp | 282.11%-267.6pp | 172.34%-157.8pp |
| Employer contribution / active EE | $6,546 | $4,375+49.6% | $4,034+62.3% | $4,379+49.5% |
| Participant deferral / active EE | $4,933 | $5,842-15.6% | $5,318-7.2% | $6,730-26.7% |
| Admin fee / account holder | $1,020 | $11,961-91.5% | $10,693-90.5% | $14,365-92.9% |