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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 | $53,317 | $102,595-48.0% | $94,057-43.3% | $154,746-65.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.15% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,779 | $3,147-43.5% | $2,933-39.4% | $4,379-59.4% |
| Participant deferral / active EE | $2,584 | $5,118-49.5% | $4,709-45.1% | $6,730-61.6% |
| Admin fee / account holder | $360 | $7,736-95.3% | $7,244-95.0% | $14,365-97.5% |