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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 | $110,517 | $177,353-37.7% | $158,226-30.2% | $198,609-44.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 20.69% | 599.50%-578.8pp | 501.41%-480.7pp | 202.70%-182.0pp |
| Employer contribution / active EE | $1,565 | $3,239-51.7% | $2,986-47.6% | $5,055-69.0% |
| Participant deferral / active EE | $8,449 | $4,615+83.1% | $4,317+95.7% | $6,977+21.1% |
| Admin fee / account holder | $464 | $10,960-95.8% | $10,217-95.5% | $19,030-97.6% |