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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 | $61,216 | $102,663-40.4% | $86,216-29.0% | $139,466-56.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.40% | 1924.52%-1909.1pp | 1169.42%-1154.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $6,237 | $3,035+105.5% | $2,382+161.9% | $4,754+31.2% |
| Participant deferral / active EE | $3,158 | $4,677-32.5% | $3,986-20.8% | $6,712-53.0% |
| Admin fee / account holder | $1,014 | $8,663-88.3% | $6,853-85.2% | $11,409-91.1% |