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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 | $109,967-44.7% | $97,197-37.4% | $145,877-58.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.02% | 244.27%-235.3pp | 75.47%-66.5pp | 551.28%-542.3pp |
| Employer contribution / active EE | $10,975 | $3,077+256.7% | $2,723+303.1% | $4,663+135.4% |
| Participant deferral / active EE | $10,290 | $4,676+120.0% | $4,263+141.4% | $6,691+53.8% |
| Admin fee / account holder | $1,020 | $6,199-83.6% | $5,637-81.9% | $13,402-92.4% |