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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 | $67,009 | $185,883-64.0% | $170,043-60.6% | $139,466-52.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.17% | 60.54%-37.4pp | 53.40%-30.2pp | 373.66%-350.5pp |
| Employer contribution / active EE | $13,160 | $7,596+73.2% | $6,790+93.8% | $4,754+176.8% |
| Participant deferral / active EE | $13,424 | $11,626+15.5% | $10,410+28.9% | $6,712+100.0% |
| Admin fee / account holder | $4,350 | $15,393-71.7% | $12,824-66.1% | $11,409-61.9% |