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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 | $60,417 | $162,529-62.8% | $130,788-53.8% | $154,746-61.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.21% | 510.48%-501.3pp | 386.44%-377.2pp | 172.34%-163.1pp |
| Employer contribution / active EE | $1,908 | $4,447-57.1% | $3,558-46.4% | $4,379-56.4% |
| Participant deferral / active EE | $1,711 | $4,808-64.4% | $4,137-58.6% | $6,730-74.6% |
| Admin fee / account holder | $2,883 | $7,669-62.4% | $6,673-56.8% | $14,365-79.9% |