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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 | $60,930 | $102,638-40.6% | $81,991-25.7% | $158,966-61.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 15.94% | 61.05%-45.1pp | 41.31%-25.4pp | 302.95%-287.0pp |
| Employer contribution / active EE | $7,590 | $3,241+134.2% | $2,498+203.8% | $4,762+59.4% |
| Participant deferral / active EE | $10,464 | $4,649+125.1% | $3,722+181.1% | $5,983+74.9% |
| Admin fee / account holder | $1,497 | $8,237-81.8% | $5,665-73.6% | $11,250-86.7% |