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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 | $54,065 | $227,399-76.2% | $189,758-71.5% | $198,609-72.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.70% | 61.03%-46.3pp | 52.62%-37.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $2,817 | $5,526-49.0% | $4,767-40.9% | $5,055-44.3% |
| Participant deferral / active EE | $3,467 | $6,837-49.3% | $5,856-40.8% | $6,977-50.3% |
| Admin fee / account holder | $491 | $25,162-98.1% | $20,388-97.6% | $19,030-97.4% |