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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 | $62,220 | $70,366-11.6% | $66,674-6.7% | $138,895-55.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.57% | 386.41%-372.8pp | 321.24%-307.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,102 | $2,765-60.1% | $2,620-57.9% | $4,194-73.7% |
| Participant deferral / active EE | $7,722 | $4,374+76.5% | $4,084+89.1% | $6,396+20.7% |
| Admin fee / account holder | $579 | $5,262-89.0% | $5,098-88.6% | $12,562-95.4% |