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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 | $62,719 | $125,184-49.9% | $105,607-40.6% | $145,884-57.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.72% | 225.00%-215.3pp | 116.11%-106.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,676 | $3,720-55.0% | $3,167-47.1% | $4,662-64.1% |
| Participant deferral / active EE | $9,019 | $5,714+57.8% | $5,011+80.0% | $6,690+34.8% |
| Admin fee / account holder | $27,959 | $17,133+63.2% | $10,958+155.1% | $13,392+108.8% |