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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 | $55,622 | $162,529-65.8% | $130,788-57.5% | $154,746-64.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.76% | 510.48%-489.7pp | 386.44%-365.7pp | 172.34%-151.6pp |
| Employer contribution / active EE | $561 | $4,447-87.4% | $3,558-84.2% | $4,379-87.2% |
| Participant deferral / active EE | $3,204 | $4,808-33.4% | $4,137-22.6% | $6,730-52.4% |
| Admin fee / account holder | $695 | $7,669-90.9% | $6,673-89.6% | $14,365-95.2% |