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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 | $16,766 | $174,379-90.4% | $152,093-89.0% | $138,895-87.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.24% | 74.86%-62.6pp | 66.36%-54.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $11,225 | $4,652+141.3% | $4,175+168.9% | $4,194+167.6% |
| Participant deferral / active EE | $16,332 | $6,159+165.2% | $5,451+199.6% | $6,396+155.3% |
| Admin fee / account holder | $539,919 | $16,880+3098.6% | $14,497+3624.5% | $12,562+4198.0% |