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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 | $59,817 | $157,270-62.0% | $141,173-57.6% | $152,870-60.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.92% | 64.33%-41.4pp | 71.40%-48.5pp | 345.34%-322.4pp |
| Employer contribution / active EE | $17,501 | $5,261+232.6% | $4,735+269.6% | $4,763+267.5% |
| Participant deferral / active EE | $13,300 | $7,110+87.1% | $6,710+98.2% | $5,850+127.3% |
| Admin fee / account holder | $3,012 | $12,121-75.1% | $10,262-70.6% | $11,597-74.0% |