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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 | $64,238 | $134,817-52.4% | $123,973-48.2% | $155,188-58.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 21.36% | 515.49%-494.1pp | 388.13%-366.8pp | 148.84%-127.5pp |
| Employer contribution / active EE | $2,122 | $4,425-52.0% | $4,126-48.6% | $4,248-50.0% |
| Participant deferral / active EE | $2,011 | $5,706-64.8% | $5,247-61.7% | $6,531-69.2% |
| Admin fee / account holder | $310 | $13,245-97.7% | $11,799-97.4% | $14,480-97.9% |