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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 | $56,016 | $185,883-69.9% | $170,043-67.1% | $139,466-59.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 38.61% | 60.54%-21.9pp | 53.40%-14.8pp | 373.66%-335.1pp |
| Employer contribution / active EE | $22,309 | $7,596+193.7% | $6,790+228.6% | $4,754+369.3% |
| Participant deferral / active EE | $17,574 | $11,626+51.2% | $10,410+68.8% | $6,712+161.8% |
| Admin fee / account holder | $2,752 | $15,393-82.1% | $12,824-78.5% | $11,409-75.9% |