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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 | $57,378 | $124,330-53.8% | $109,173-47.4% | $167,536-65.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.99% | 26.04%-8.1pp | 25.75%-7.8pp | 478.82%-460.8pp |
| Employer contribution / active EE | $13,626 | $4,209+223.7% | $3,723+266.0% | $4,839+181.6% |
| Participant deferral / active EE | $10,570 | $5,256+101.1% | $4,654+127.1% | $6,342+66.7% |
| Admin fee / account holder | $666 | $7,974-91.7% | $6,755-90.1% | $12,315-94.6% |