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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 | $56,881 | $148,629-61.7% | $135,982-58.2% | $139,487-59.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.88% | 79.33%-64.5pp | 68.32%-53.4pp | 373.84%-359.0pp |
| Employer contribution / active EE | $17,352 | $5,247+230.7% | $4,859+257.1% | $4,755+264.9% |
| Participant deferral / active EE | $8,790 | $8,102+8.5% | $7,760+13.3% | $6,713+30.9% |
| Admin fee / account holder | $2,452 | $12,406-80.2% | $10,767-77.2% | $11,407-78.5% |