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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 | $45,020 | $132,634-66.1% | $115,768-61.1% | $137,256-67.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.26% | 160.70%-140.4pp | 100.46%-80.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $15,911 | $3,360+373.6% | $2,940+441.2% | $4,156+282.8% |
| Participant deferral / active EE | $13,982 | $5,619+148.9% | $4,917+184.4% | $6,407+118.2% |
| Admin fee / account holder | $759 | $15,028-95.0% | $12,439-93.9% | $12,270-93.8% |