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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 | $29,754 | $149,741-80.1% | $118,914-75.0% | $158,982-81.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 59.44% | 19.94%+39.5pp | 35.89%+23.6pp | 302.99%-243.5pp |
| Employer contribution / active EE | $2,554 | $4,119-38.0% | $3,264-21.8% | $4,763-46.4% |
| Participant deferral / active EE | $10,597 | $5,226+102.8% | $4,266+148.4% | $5,983+77.1% |
| Admin fee / account holder | $320 | $8,607-96.3% | $6,582-95.1% | $11,252-97.2% |