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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 | $149,040-62.7% | $120,225-53.7% | $137,256-59.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.76% | 605.68%-584.9pp | 439.23%-418.5pp | 220.34%-199.6pp |
| Employer contribution / active EE | $561 | $4,350-87.1% | $3,475-83.8% | $4,156-86.5% |
| Participant deferral / active EE | $3,204 | $4,655-31.2% | $3,999-19.9% | $6,407-50.0% |
| Admin fee / account holder | $695 | $6,348-89.0% | $5,696-87.8% | $12,270-94.3% |