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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 | $58,627 | $129,737-54.8% | $119,126-50.8% | $154,746-62.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.83% | 379.08%-363.3pp | 282.11%-266.3pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,754 | $4,375-59.9% | $4,034-56.5% | $4,379-60.0% |
| Participant deferral / active EE | $10,389 | $5,842+77.8% | $5,318+95.4% | $6,730+54.4% |
| Admin fee / account holder | $1,008 | $11,961-91.6% | $10,693-90.6% | $14,365-93.0% |