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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 | $55,826 | $73,546-24.1% | $63,018-11.4% | $147,586-62.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.73% | 175.56%-164.8pp | 87.62%-76.9pp | 578.59%-567.9pp |
| Employer contribution / active EE | $3,458 | $3,324+4.0% | $2,761+25.2% | $4,876-29.1% |
| Participant deferral / active EE | $738 | $4,185-82.4% | $3,330-77.8% | $5,439-86.4% |
| Admin fee / account holder | $2,689 | $5,956-54.8% | $3,601-25.3% | $10,886-75.3% |