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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 | $134,817-55.2% | $123,973-51.3% | $155,188-61.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.53% | 515.49%-501.0pp | 388.13%-373.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $6,546 | $4,425+47.9% | $4,126+58.7% | $4,248+54.1% |
| Participant deferral / active EE | $4,933 | $5,706-13.6% | $5,247-6.0% | $6,531-24.5% |
| Admin fee / account holder | $1,020 | $13,245-92.3% | $11,799-91.4% | $14,480-93.0% |