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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 | $55,944 | $129,737-56.9% | $119,126-53.0% | $154,746-63.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.87% | 379.08%-359.2pp | 282.11%-262.2pp | 172.34%-152.5pp |
| Employer contribution / active EE | $13,801 | $4,375+215.5% | $4,034+242.2% | $4,379+215.2% |
| Participant deferral / active EE | $13,269 | $5,842+127.1% | $5,318+149.5% | $6,730+97.1% |
| Admin fee / account holder | $878 | $11,961-92.7% | $10,693-91.8% | $14,365-93.9% |