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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 | $82,439 | $154,754-46.7% | $124,206-33.6% | $138,895-40.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 21.52% | 709.28%-687.8pp | 515.27%-493.8pp | 145.39%-123.9pp |
| Employer contribution / active EE | $2,857 | $4,446-35.8% | $3,540-19.3% | $4,194-31.9% |
| Participant deferral / active EE | $6,721 | $4,621+45.4% | $3,968+69.4% | $6,396+5.1% |
| Admin fee / account holder | $1,220 | $6,690-81.8% | $5,929-79.4% | $12,562-90.3% |