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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 | $60,839 | $110,093-44.7% | $97,295-37.5% | $145,897-58.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.02% | 244.76%-235.7pp | 75.62%-66.6pp | 552.29%-543.3pp |
| Employer contribution / active EE | $10,975 | $3,077+256.7% | $2,723+303.1% | $4,663+135.4% |
| Participant deferral / active EE | $10,290 | $4,678+120.0% | $4,264+141.3% | $6,689+53.8% |
| Admin fee / account holder | $1,020 | $6,212-83.6% | $5,646-81.9% | $13,390-92.4% |