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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 | $61,630 | $125,190-50.8% | $105,624-41.7% | $145,897-57.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.98% | 225.22%-210.2pp | 116.20%-101.2pp | 552.29%-537.3pp |
| Employer contribution / active EE | $2,091 | $3,720-43.8% | $3,168-34.0% | $4,663-55.2% |
| Participant deferral / active EE | $2,289 | $5,716-59.9% | $5,013-54.3% | $6,689-65.8% |
| Admin fee / account holder | $1,052 | $17,138-93.9% | $10,961-90.4% | $13,390-92.1% |