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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 | $60,710 | $157,270-61.4% | $141,173-57.0% | $152,870-60.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.31% | 64.33%-42.0pp | 71.40%-49.1pp | 345.34%-323.0pp |
| Employer contribution / active EE | $1,741 | $5,261-66.9% | $4,735-63.2% | $4,763-63.4% |
| Participant deferral / active EE | $5,825 | $7,110-18.1% | $6,710-13.2% | $5,850-0.4% |
| Admin fee / account holder | $468 | $12,121-96.1% | $10,262-95.4% | $11,597-96.0% |