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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 | $61,964 | $183,539-66.2% | $155,556-60.2% | $145,897-57.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.81% | 61.31%-43.5pp | 64.84%-47.0pp | 552.29%-534.5pp |
| Employer contribution / active EE | $2,224 | $5,315-58.2% | $4,675-52.4% | $4,663-52.3% |
| Participant deferral / active EE | $2,575 | $6,467-60.2% | $5,631-54.3% | $6,689-61.5% |
| Admin fee / account holder | $1,802 | $19,275-90.6% | $15,885-88.7% | $13,390-86.5% |