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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 | $58,987 | $148,623-60.3% | $135,974-56.6% | $139,466-57.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.36% | 79.30%-54.9pp | 68.30%-43.9pp | 373.66%-349.3pp |
| Employer contribution / active EE | $9,442 | $5,246+80.0% | $4,859+94.3% | $4,754+98.6% |
| Participant deferral / active EE | $18,583 | $8,103+129.3% | $7,760+139.5% | $6,712+176.9% |
| Admin fee / account holder | $368 | $12,406-97.0% | $10,767-96.6% | $11,409-96.8% |