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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 | $56,020 | $148,582-62.3% | $135,942-58.8% | $139,456-59.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.80% | 79.26%-61.5pp | 68.28%-50.5pp | 373.45%-355.7pp |
| Employer contribution / active EE | $14,247 | $5,245+171.6% | $4,858+193.3% | $4,753+199.8% |
| Participant deferral / active EE | $4,928 | $8,101-39.2% | $7,759-36.5% | $6,711-26.6% |
| Admin fee / account holder | $2,877 | $12,402-76.8% | $10,764-73.3% | $11,407-74.8% |