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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 | $62,724 | $138,078-54.6% | $125,363-50.0% | $134,509-53.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.15% | 750.49%-748.3pp | 572.15%-570.0pp | 418.13%-416.0pp |
| Employer contribution / active EE | $1,807 | $5,245-65.5% | $4,815-62.5% | $4,741-61.9% |
| Participant deferral / active EE | $12,038 | $7,800+54.3% | $7,447+61.6% | $6,400+88.1% |
| Admin fee / account holder | $1,671 | $11,566-85.5% | $10,005-83.3% | $11,427-85.4% |