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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 | $53,523 | $157,304-66.0% | $141,197-62.1% | $152,909-65.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.52% | 64.34%-39.8pp | 71.41%-46.9pp | 345.46%-320.9pp |
| Employer contribution / active EE | $11,443 | $5,263+117.4% | $4,736+141.6% | $4,764+140.2% |
| Participant deferral / active EE | $10,808 | $7,111+52.0% | $6,710+61.1% | $5,851+84.7% |
| Admin fee / account holder | $17,107 | $12,126+41.1% | $10,265+66.7% | $11,601+47.5% |