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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 | $183,539-70.0% | $155,556-64.6% | $145,897-62.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.61% | 61.31%-38.7pp | 64.84%-42.2pp | 552.29%-529.7pp |
| Employer contribution / active EE | $15,329 | $5,315+188.4% | $4,675+227.9% | $4,663+228.8% |
| Participant deferral / active EE | $8,000 | $6,467+23.7% | $5,631+42.1% | $6,689+19.6% |
| Admin fee / account holder | $483 | $19,275-97.5% | $15,885-97.0% | $13,390-96.4% |