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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 | $61,827 | $125,237-50.6% | $105,608-41.5% | $145,877-57.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.51% | 225.76%-210.3pp | 116.50%-101.0pp | 551.28%-535.8pp |
| Employer contribution / active EE | $5,048 | $3,720+35.7% | $3,167+59.4% | $4,663+8.3% |
| Participant deferral / active EE | $2,648 | $5,711-53.6% | $5,010-47.1% | $6,691-60.4% |
| Admin fee / account holder | $2,688 | $17,287-84.4% | $11,028-75.6% | $13,402-79.9% |