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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 | $209,336-73.8% | $197,124-72.2% | $137,256-60.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.62% | 48.09%-33.5pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $17,253 | $6,591+161.8% | $6,227+177.1% | $4,156+315.1% |
| Participant deferral / active EE | $15,182 | $9,614+57.9% | $9,135+66.2% | $6,407+137.0% |
| Admin fee / account holder | $110,227 | $17,308+536.9% | $16,298+576.3% | $12,270+798.3% |