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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 | $54,172 | $183,539-70.5% | $155,556-65.2% | $145,897-62.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.44% | 61.31%-49.9pp | 64.84%-53.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,248 | $5,315-57.7% | $4,675-51.9% | $4,663-51.8% |
| Participant deferral / active EE | $3,488 | $6,467-46.1% | $5,631-38.1% | $6,689-47.9% |
| Admin fee / account holder | $1,329 | $19,275-93.1% | $15,885-91.6% | $13,390-90.1% |