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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 | $74,859 | $149,741-50.0% | $118,914-37.0% | $158,982-52.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 464.81% | 19.94%+444.9pp | 35.89%+428.9pp | 302.99%+161.8pp |
| Employer contribution / active EE | $966 | $4,119-76.6% | $3,264-70.4% | $4,763-79.7% |
| Participant deferral / active EE | $2,392 | $5,226-54.2% | $4,266-43.9% | $5,983-60.0% |
| Admin fee / account holder | $621 | $8,607-92.8% | $6,582-90.6% | $11,252-94.5% |