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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 | $63,212 | $148,629-57.5% | $135,982-53.5% | $139,487-54.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.17% | 79.33%-65.2pp | 68.32%-54.2pp | 373.84%-359.7pp |
| Employer contribution / active EE | $12,222 | $5,247+133.0% | $4,859+151.5% | $4,755+157.1% |
| Participant deferral / active EE | $22,075 | $8,102+172.4% | $7,760+184.5% | $6,713+228.9% |
| Admin fee / account holder | $25,745 | $12,406+107.5% | $10,767+139.1% | $11,407+125.7% |