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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 | $54,745 | $223,823-75.5% | $211,142-74.1% | $154,746-64.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.62% | 50.39%-35.8pp | 46.84%-32.2pp | 172.34%-157.7pp |
| Employer contribution / active EE | $17,253 | $6,787+154.2% | $6,442+167.8% | $4,379+294.0% |
| Participant deferral / active EE | $15,182 | $9,750+55.7% | $9,284+63.5% | $6,730+125.6% |
| Admin fee / account holder | $110,227 | $19,707+459.3% | $19,076+477.8% | $14,365+667.3% |