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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 | $60,136 | $171,492-64.9% | $150,734-60.1% | $198,609-69.7% |
| Participation rate | 93.3% | 81.4%+11.9pp | 78.4%+14.9pp | 82.4%+11.0pp |
| Annual return | 10.76% | 804.70%-793.9pp | 600.81%-590.0pp | 202.70%-191.9pp |
| Employer contribution / active EE | $2,000 | $5,470-63.4% | $4,918-59.3% | $5,055-60.4% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $786 | $17,628-95.5% | $14,905-94.7% | $19,030-95.9% |