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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 | $44,676 | $210,698-78.8% | $178,014-74.9% | $145,959-69.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.81% | 386.27%-372.5pp | 294.80%-281.0pp | 561.95%-548.1pp |
| Employer contribution / active EE | $2,716 | $4,567-40.5% | $3,950-31.2% | $4,661-41.7% |
| Participant deferral / active EE | $3,773 | $6,958-45.8% | $6,276-39.9% | $6,689-43.6% |
| Admin fee / account holder | $622 | $12,016-94.8% | $10,362-94.0% | $13,398-95.4% |