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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 | $77,469 | $110,039-29.6% | $97,260-20.3% | $145,884-46.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.04% | 244.44%-225.4pp | 75.54%-56.5pp | 551.85%-532.8pp |
| Employer contribution / active EE | $2,213 | $3,074-28.0% | $2,721-18.7% | $4,662-52.5% |
| Participant deferral / active EE | $13,500 | $4,674+188.8% | $4,262+216.8% | $6,690+101.8% |
| Admin fee / account holder | $610 | $6,204-90.2% | $5,640-89.2% | $13,392-95.4% |