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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 | $65,904 | $183,627-64.1% | $155,602-57.6% | $145,978-54.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 61.32%-50.2pp | 64.81%-53.7pp | 550.52%-539.4pp |
| Employer contribution / active EE | $20,711 | $5,316+289.6% | $4,675+343.0% | $4,662+344.3% |
| Participant deferral / active EE | $8,760 | $6,466+35.5% | $5,629+55.6% | $6,690+30.9% |
| Admin fee / account holder | $1,302 | $19,327-93.3% | $15,923-91.8% | $13,400-90.3% |