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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 | $63,118 | $138,895-54.6% | $42,613+48.1% | $138,895-54.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 73.5%+26.5pp | 79.9%+20.1pp |
| Annual return | 16.70% | 145.39%-128.7pp | 19.23%-2.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $3,444 | $4,194-17.9% | $1,687+104.1% | $4,194-17.9% |
| Participant deferral / active EE | $8,522 | $6,396+33.2% | $4,456+91.3% | $6,396+33.2% |
| Admin fee / account holder | $493 | $12,562-96.1% | $2,621-81.2% | $12,562-96.1% |