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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 | $65,349 | $177,353-63.2% | $158,226-58.7% | $198,609-67.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 15.05% | 599.50%-584.5pp | 501.41%-486.4pp | 202.70%-187.7pp |
| Employer contribution / active EE | $2,926 | $3,239-9.7% | $2,986-2.0% | $5,055-42.1% |
| Participant deferral / active EE | $1,112 | $4,615-75.9% | $4,317-74.2% | $6,977-84.1% |
| Admin fee / account holder | $1,042 | $10,960-90.5% | $10,217-89.8% | $19,030-94.5% |