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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 | $64,053 | $154,209-58.5% | $130,062-50.8% | $139,487-54.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.06% | 32.52%-21.5pp | -137.37%+148.4pp | 373.84%-362.8pp |
| Employer contribution / active EE | $5,796 | $5,292+9.5% | $4,322+34.1% | $4,755+21.9% |
| Participant deferral / active EE | $20,546 | $6,709+206.2% | $5,821+253.0% | $6,713+206.1% |
| Admin fee / account holder | $64,540 | $13,988+361.4% | $10,601+508.8% | $11,407+465.8% |