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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 | $53,422 | $162,529-67.1% | $130,788-59.2% | $154,746-65.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.11% | 510.48%-497.4pp | 386.44%-373.3pp | 172.34%-159.2pp |
| Employer contribution / active EE | $132 | $4,447-97.0% | $3,558-96.3% | $4,379-97.0% |
| Participant deferral / active EE | $2,550 | $4,808-47.0% | $4,137-38.4% | $6,730-62.1% |
| Admin fee / account holder | $7,065 | $7,669-7.9% | $6,673+5.9% | $14,365-50.8% |