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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 | $166,131-58.7% | $164,975-58.4% | $145,877-52.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.85% | 100.37%-91.5pp | 70.12%-61.3pp | 551.28%-542.4pp |
| Employer contribution / active EE | $15,802 | $5,276+199.5% | $4,343+263.9% | $4,663+238.9% |
| Participant deferral / active EE | $19,227 | $6,962+176.2% | $6,033+218.7% | $6,691+187.4% |
| Admin fee / account holder | $155,838 | $16,648+836.1% | $12,688+1128.2% | $13,402+1062.8% |