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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 | $56,876 | $227,399-75.0% | $189,758-70.0% | $198,609-71.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.05% | 61.03%-48.0pp | 52.62%-39.6pp | 202.70%-189.6pp |
| Employer contribution / active EE | $13,761 | $5,526+149.0% | $4,767+188.7% | $5,055+172.2% |
| Participant deferral / active EE | $9,449 | $6,837+38.2% | $5,856+61.4% | $6,977+35.4% |
| Admin fee / account holder | $2,860 | $25,162-88.6% | $20,388-86.0% | $19,030-85.0% |