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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 | $57,322 | $90,489-36.7% | $76,051-24.6% | $145,978-60.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.20% | 622.78%-610.6pp | 360.42%-348.2pp | 550.52%-538.3pp |
| Employer contribution / active EE | $763 | $3,319-77.0% | $2,690-71.6% | $4,662-83.6% |
| Participant deferral / active EE | $7,555 | $5,164+46.3% | $4,257+77.5% | $6,690+12.9% |
| Admin fee / account holder | $1,688 | $8,374-79.8% | $6,416-73.7% | $13,400-87.4% |