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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 | $58,821 | $162,529-63.8% | $130,788-55.0% | $154,746-62.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.66% | 510.48%-489.8pp | 386.44%-365.8pp | 172.34%-151.7pp |
| Employer contribution / active EE | $4,375 | $4,447-1.6% | $3,558+23.0% | $4,379-0.1% |
| Participant deferral / active EE | $10,146 | $4,808+111.0% | $4,137+145.3% | $6,730+50.8% |
| Admin fee / account holder | $1,452 | $7,669-81.1% | $6,673-78.2% | $14,365-89.9% |