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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 | $227,291-75.9% | $214,702-74.5% | $155,188-64.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.62% | 60.08%-45.5pp | 54.55%-39.9pp | 148.84%-134.2pp |
| Employer contribution / active EE | $17,253 | $6,772+154.8% | $6,461+167.1% | $4,248+306.2% |
| Participant deferral / active EE | $15,182 | $9,582+58.4% | $9,147+66.0% | $6,531+132.5% |
| Admin fee / account holder | $110,227 | $20,413+440.0% | $19,830+455.9% | $14,480+661.3% |