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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 | $45,678 | $102,595-55.5% | $94,057-51.4% | $154,746-70.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.42% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $968 | $3,147-69.3% | $2,933-67.0% | $4,379-77.9% |
| Participant deferral / active EE | $5,939 | $5,118+16.0% | $4,709+26.1% | $6,730-11.8% |
| Admin fee / account holder | $1,187 | $7,736-84.7% | $7,244-83.6% | $14,365-91.7% |