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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 | $87,261 | $144,130-39.5% | $117,860-26.0% | $147,585-40.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.31% | 531.20%-511.9pp | 335.10%-315.8pp | 578.58%-559.3pp |
| Employer contribution / active EE | $2,019 | $4,897-58.8% | $3,786-46.7% | $4,876-58.6% |
| Participant deferral / active EE | $2,337 | $5,316-56.0% | $4,482-47.9% | $5,439-57.0% |
| Admin fee / account holder | $570 | $10,887-94.8% | $8,021-92.9% | $10,886-94.8% |