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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 | $60,930 | $197,625-69.2% | $177,840-65.7% | $158,966-61.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.99% | 58.76%-39.8pp | 48.32%-29.3pp | 302.95%-284.0pp |
| Employer contribution / active EE | $2,150 | $6,698-67.9% | $5,919-63.7% | $4,762-54.9% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $730 | $15,405-95.3% | $12,431-94.1% | $11,250-93.5% |