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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 | $53,155 | $183,539-71.0% | $155,556-65.8% | $145,897-63.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.18% | 61.31%-51.1pp | 64.84%-54.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,190 | $5,315-58.8% | $4,675-53.2% | $4,663-53.0% |
| Participant deferral / active EE | $5,303 | $6,467-18.0% | $5,631-5.8% | $6,689-20.7% |
| Admin fee / account holder | $4,254 | $19,275-77.9% | $15,885-73.2% | $13,390-68.2% |