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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 | $125,184-51.4% | $105,607-42.4% | $145,884-58.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.41% | 225.00%-206.6pp | 116.11%-97.7pp | 551.85%-533.4pp |
| Employer contribution / active EE | $4,422 | $3,720+18.9% | $3,167+39.6% | $4,662-5.2% |
| Participant deferral / active EE | $10,631 | $5,714+86.1% | $5,011+112.1% | $6,690+58.9% |
| Admin fee / account holder | $2,020 | $17,133-88.2% | $10,958-81.6% | $13,392-84.9% |