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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 | $51,751 | $177,353-70.8% | $158,226-67.3% | $198,609-73.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 17.11% | 599.50%-582.4pp | 501.41%-484.3pp | 202.70%-185.6pp |
| Employer contribution / active EE | $2,537 | $3,239-21.7% | $2,986-15.0% | $5,055-49.8% |
| Participant deferral / active EE | $4,877 | $4,615+5.7% | $4,317+13.0% | $6,977-30.1% |
| Admin fee / account holder | $988 | $10,960-91.0% | $10,217-90.3% | $19,030-94.8% |