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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 | $62,747 | $113,338-44.6% | $94,993-33.9% | $147,585-57.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 21.05% | 20.80%+0.3pp | 27.14%-6.1pp | 578.58%-557.5pp |
| Employer contribution / active EE | $11,805 | $3,160+273.5% | $2,603+353.4% | $4,876+142.1% |
| Participant deferral / active EE | $6,270 | $3,777+66.0% | $3,317+89.0% | $5,439+15.3% |
| Admin fee / account holder | $561 | $6,063-90.8% | $4,960-88.7% | $10,886-94.8% |