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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 | $60,785 | $125,193-51.4% | $105,591-42.4% | $145,978-58.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.41% | 225.53%-207.1pp | 116.43%-98.0pp | 550.52%-532.1pp |
| Employer contribution / active EE | $4,422 | $3,718+18.9% | $3,166+39.7% | $4,662-5.1% |
| Participant deferral / active EE | $10,631 | $5,708+86.2% | $5,008+112.3% | $6,690+58.9% |
| Admin fee / account holder | $2,020 | $17,277-88.3% | $11,024-81.7% | $13,400-84.9% |