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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 | $56,279 | $102,595-45.1% | $94,057-40.2% | $154,746-63.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 20.30% | 583.42%-563.1pp | 480.62%-460.3pp | 172.34%-152.0pp |
| Employer contribution / active EE | $4,487 | $3,147+42.6% | $2,933+53.0% | $4,379+2.5% |
| Participant deferral / active EE | $15,455 | $5,118+202.0% | $4,709+228.2% | $6,730+129.6% |
| Admin fee / account holder | $3,067 | $7,736-60.4% | $7,244-57.7% | $14,365-78.7% |