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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 | $65,939 | $183,539-64.1% | $155,556-57.6% | $145,897-54.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.36% | 61.31%-51.9pp | 64.84%-55.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,743 | $5,315-48.4% | $4,675-41.3% | $4,663-41.2% |
| Participant deferral / active EE | $4,860 | $6,467-24.8% | $5,631-13.7% | $6,689-27.3% |
| Admin fee / account holder | $1,661 | $19,275-91.4% | $15,885-89.5% | $13,390-87.6% |