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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 | $55,122 | $183,592-70.0% | $155,574-64.6% | $145,877-62.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.61% | 61.37%-38.8pp | 64.87%-42.3pp | 551.28%-528.7pp |
| Employer contribution / active EE | $15,329 | $5,317+188.3% | $4,676+227.8% | $4,663+228.7% |
| Participant deferral / active EE | $8,000 | $6,466+23.7% | $5,629+42.1% | $6,691+19.6% |
| Admin fee / account holder | $483 | $19,316-97.5% | $15,914-97.0% | $13,402-96.4% |