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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 | $62,553 | $107,941-42.0% | $91,994-32.0% | $152,897-59.1% |
| Participation rate | 93.3% | 81.2%+12.1pp | 78.6%+14.7pp | 82.5%+10.9pp |
| Annual return | 25.45% | 89.28%-63.8pp | 69.04%-43.6pp | 345.43%-320.0pp |
| Employer contribution / active EE | $2,000 | $4,212-52.5% | $3,453-42.1% | $4,764-58.0% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $648 | $10,521-93.8% | $7,744-91.6% | $11,599-94.4% |