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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 | $62,417 | $217,432-71.3% | $185,849-66.4% | $167,536-62.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.16% | 148.42%-133.3pp | 122.10%-106.9pp | 478.82%-463.7pp |
| Employer contribution / active EE | $2,453 | $5,875-58.2% | $5,169-52.5% | $4,839-49.3% |
| Participant deferral / active EE | $4,325 | $6,357-32.0% | $5,569-22.3% | $6,342-31.8% |
| Admin fee / account holder | $517 | $19,818-97.4% | $16,244-96.8% | $12,315-95.8% |