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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 | $61,216 | $167,030-63.4% | $135,768-54.9% | $155,188-60.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.16% | 678.39%-657.2pp | 526.10%-504.9pp | 148.84%-127.7pp |
| Employer contribution / active EE | $3,685 | $4,132-10.8% | $3,394+8.6% | $4,248-13.3% |
| Participant deferral / active EE | $7,825 | $4,528+72.8% | $3,977+96.7% | $6,531+19.8% |
| Admin fee / account holder | $4,962 | $8,172-39.3% | $7,048-29.6% | $14,480-65.7% |