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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 | $62,869 | $88,754-29.2% | $81,820-23.2% | $145,877-56.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.87% | 1031.77%-1014.9pp | 777.93%-761.1pp | 551.28%-534.4pp |
| Employer contribution / active EE | $1,269 | $3,085-58.9% | $2,915-56.5% | $4,663-72.8% |
| Participant deferral / active EE | $15,167 | $4,648+226.3% | $4,323+250.9% | $6,691+126.7% |
| Admin fee / account holder | $418 | $8,424-95.0% | $7,391-94.3% | $13,402-96.9% |