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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 | $71,599 | $129,737-44.8% | $119,126-39.9% | $154,746-53.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 23.53% | 379.08%-355.5pp | 282.11%-258.6pp | 172.34%-148.8pp |
| Employer contribution / active EE | $1,380 | $4,375-68.5% | $4,034-65.8% | $4,379-68.5% |
| Participant deferral / active EE | $30,500 | $5,842+422.1% | $5,318+473.5% | $6,730+353.2% |
| Admin fee / account holder | $397 | $11,961-96.7% | $10,693-96.3% | $14,365-97.2% |