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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 | $129,737-53.6% | $119,126-49.5% | $154,746-61.1% |
| Participation rate | 93.3% | 78.9%+14.5pp | 75.8%+17.6pp | 80.7%+12.6pp |
| Annual return | 10.76% | 379.08%-368.3pp | 282.11%-271.3pp | 172.34%-161.6pp |
| Employer contribution / active EE | $2,000 | $4,375-54.3% | $4,034-50.4% | $4,379-54.3% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $786 | $11,961-93.4% | $10,693-92.7% | $14,365-94.5% |