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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 | $61,182 | $165,584-63.1% | $142,942-57.2% | $137,256-55.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 20.32% | 164.22%-143.9pp | 113.70%-93.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,073 | $4,725-77.3% | $4,139-74.1% | $4,156-74.2% |
| Participant deferral / active EE | $12,106 | $8,194+47.8% | $7,128+69.8% | $6,407+89.0% |
| Admin fee / account holder | $3,344 | $16,167-79.3% | $12,475-73.2% | $12,270-72.7% |