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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 | $29,900 | $134,817-77.8% | $123,973-75.9% | $155,188-80.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.14% | 515.49%-505.4pp | 388.13%-378.0pp | 148.84%-138.7pp |
| Employer contribution / active EE | $15,134 | $4,425+242.0% | $4,126+266.8% | $4,248+256.3% |
| Participant deferral / active EE | $10,115 | $5,706+77.3% | $5,247+92.8% | $6,531+54.9% |
| Admin fee / account holder | $18,626 | $13,245+40.6% | $11,799+57.9% | $14,480+28.6% |