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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 | $58,482 | $109,967-46.8% | $97,197-39.8% | $145,877-59.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.45% | 244.27%-226.8pp | 75.47%-58.0pp | 551.28%-533.8pp |
| Employer contribution / active EE | $8,737 | $3,077+184.0% | $2,723+220.9% | $4,663+87.4% |
| Participant deferral / active EE | $2,607 | $4,676-44.2% | $4,263-38.8% | $6,691-61.0% |
| Admin fee / account holder | $1,140 | $6,199-81.6% | $5,637-79.8% | $13,402-91.5% |