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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 | $68,680 | $166,268-58.7% | $165,100-58.4% | $145,897-52.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.85% | 100.52%-91.7pp | 70.21%-61.4pp | 552.29%-543.4pp |
| Employer contribution / active EE | $15,802 | $5,284+199.1% | $4,348+263.4% | $4,663+238.9% |
| Participant deferral / active EE | $19,227 | $6,964+176.1% | $6,035+218.6% | $6,689+187.4% |
| Admin fee / account holder | $155,838 | $16,659+835.4% | $12,696+1127.5% | $13,390+1063.8% |