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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 | $61,243 | $183,539-66.6% | $155,556-60.6% | $145,897-58.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.08% | 61.31%-42.2pp | 64.84%-45.8pp | 552.29%-533.2pp |
| Employer contribution / active EE | $3,120 | $5,315-41.3% | $4,675-33.3% | $4,663-33.1% |
| Participant deferral / active EE | $22,267 | $6,467+244.3% | $5,631+295.4% | $6,689+232.9% |
| Admin fee / account holder | $711 | $19,275-96.3% | $15,885-95.5% | $13,390-94.7% |