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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 | $68,060 | $141,004-51.7% | $112,273-39.4% | $139,466-51.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.19% | 32.75%-12.6pp | 30.23%-10.0pp | 373.66%-353.5pp |
| Employer contribution / active EE | $14,707 | $4,285+243.2% | $3,431+328.6% | $4,754+209.4% |
| Participant deferral / active EE | $11,501 | $5,878+95.7% | $4,800+139.6% | $6,712+71.3% |
| Admin fee / account holder | $3,259 | $9,959-67.3% | $7,752-58.0% | $11,409-71.4% |