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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 | $74,320 | $148,623-50.0% | $135,974-45.3% | $139,466-46.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.94% | 79.30%-58.4pp | 68.30%-47.4pp | 373.66%-352.7pp |
| Employer contribution / active EE | $12,681 | $5,246+141.7% | $4,859+161.0% | $4,754+166.7% |
| Participant deferral / active EE | $10,027 | $8,103+23.7% | $7,760+29.2% | $6,712+49.4% |
| Admin fee / account holder | $1,368 | $12,406-89.0% | $10,767-87.3% | $11,409-88.0% |