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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 | $59,158 | $109,411-45.9% | $89,435-33.9% | $158,982-62.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.83% | 345.68%-329.8pp | 245.55%-229.7pp | 302.99%-287.2pp |
| Employer contribution / active EE | $22,511 | $3,173+609.5% | $2,587+770.1% | $4,763+372.6% |
| Participant deferral / active EE | $9,313 | $4,600+102.5% | $3,890+139.4% | $5,983+55.6% |
| Admin fee / account holder | $764 | $6,159-87.6% | $4,884-84.4% | $11,252-93.2% |