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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 | $55,246 | $176,105-68.6% | $159,474-65.4% | $167,536-67.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.57% | 331.91%-316.3pp | 263.68%-248.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $1,738 | $5,299-67.2% | $4,831-64.0% | $4,839-64.1% |
| Participant deferral / active EE | $2,904 | $7,751-62.5% | $7,353-60.5% | $6,342-54.2% |
| Admin fee / account holder | $560 | $12,559-95.5% | $10,802-94.8% | $12,315-95.5% |