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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 | $67,964 | $176,071-61.4% | $159,450-57.4% | $167,497-59.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.00% | 331.79%-315.8pp | 263.60%-247.6pp | 478.62%-462.6pp |
| Employer contribution / active EE | $3,300 | $5,298-37.7% | $4,830-31.7% | $4,838-31.8% |
| Participant deferral / active EE | $26,000 | $7,750+235.5% | $7,352+253.6% | $6,341+310.0% |
| Admin fee / account holder | $801 | $12,555-93.6% | $10,800-92.6% | $12,310-93.5% |