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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 | $64,987 | $125,184-48.1% | $105,607-38.5% | $145,884-55.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.78% | 225.00%-208.2pp | 116.11%-99.3pp | 551.85%-535.1pp |
| Employer contribution / active EE | $814 | $3,720-78.1% | $3,167-74.3% | $4,662-82.5% |
| Participant deferral / active EE | $4,351 | $5,714-23.9% | $5,011-13.2% | $6,690-35.0% |
| Admin fee / account holder | $704 | $17,133-95.9% | $10,958-93.6% | $13,392-94.7% |