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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 | $56,813 | $144,124-60.6% | $117,857-51.8% | $147,585-61.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.96% | 531.17%-517.2pp | 335.09%-321.1pp | 578.57%-564.6pp |
| Employer contribution / active EE | $13,625 | $4,897+178.3% | $3,786+259.9% | $4,876+179.4% |
| Participant deferral / active EE | $6,111 | $5,316+15.0% | $4,482+36.4% | $5,439+12.4% |
| Admin fee / account holder | $396 | $10,886-96.4% | $8,020-95.1% | $10,885-96.4% |