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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 | $78,305 | $138,114-43.3% | $125,391-37.6% | $134,545-41.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 6.88% | 750.88%-744.0pp | 572.41%-565.5pp | 418.37%-411.5pp |
| Employer contribution / active EE | $17,962 | $5,246+242.4% | $4,816+273.0% | $4,742+278.8% |
| Participant deferral / active EE | $10,800 | $7,801+38.4% | $7,448+45.0% | $6,401+68.7% |
| Admin fee / account holder | $2,569 | $11,570-77.8% | $10,009-74.3% | $11,431-77.5% |