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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 | $56,011 | $109,372-48.8% | $89,414-37.4% | $158,966-64.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.06% | 345.55%-325.5pp | 245.50%-225.4pp | 302.95%-282.9pp |
| Employer contribution / active EE | $2,773 | $3,171-12.6% | $2,586+7.2% | $4,762-41.8% |
| Participant deferral / active EE | $10,523 | $4,598+128.8% | $3,890+170.5% | $5,983+75.9% |
| Admin fee / account holder | $662 | $6,156-89.2% | $4,883-86.4% | $11,250-94.1% |