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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 | $58,114 | $166,020-65.0% | $164,866-64.8% | $145,959-60.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 28.27% | 100.08%-71.8pp | 69.97%-41.7pp | 561.95%-533.7pp |
| Employer contribution / active EE | $27,808 | $5,275+427.2% | $4,343+540.3% | $4,661+496.6% |
| Participant deferral / active EE | $8,620 | $6,961+23.8% | $6,033+42.9% | $6,689+28.9% |
| Admin fee / account holder | $574 | $16,644-96.6% | $12,689-95.5% | $13,398-95.7% |