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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 | $67,561 | $154,193-56.2% | $130,045-48.0% | $139,466-51.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.51% | 32.51%-18.0pp | -137.30%+151.8pp | 373.66%-359.1pp |
| Employer contribution / active EE | $12,271 | $5,292+131.9% | $4,321+184.0% | $4,754+158.1% |
| Participant deferral / active EE | $12,561 | $6,709+87.2% | $5,820+115.8% | $6,712+87.1% |
| Admin fee / account holder | $936 | $13,989-93.3% | $10,600-91.2% | $11,409-91.8% |