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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 | $54,719 | $102,595-46.7% | $94,057-41.8% | $154,746-64.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.55% | 583.42%-568.9pp | 480.62%-466.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $3,340 | $3,147+6.1% | $2,933+13.9% | $4,379-23.7% |
| Participant deferral / active EE | $10,562 | $5,118+106.4% | $4,709+124.3% | $6,730+56.9% |
| Admin fee / account holder | $4,075 | $7,736-47.3% | $7,244-43.8% | $14,365-71.6% |