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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 | $67,493 | $118,695-43.1% | $98,916-31.8% | $158,950-57.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 22.72% | 372.39%-349.7pp | 196.45%-173.7pp | 302.91%-280.2pp |
| Employer contribution / active EE | $8,546 | $3,333+156.4% | $2,689+217.8% | $4,762+79.5% |
| Participant deferral / active EE | $6,326 | $5,088+24.3% | $4,245+49.0% | $5,983+5.7% |
| Admin fee / account holder | $614 | $10,132-93.9% | $6,642-90.8% | $11,248-94.5% |