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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 | $60,569 | $148,629-59.2% | $135,982-55.5% | $139,487-56.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.07% | 79.33%-60.3pp | 68.32%-49.3pp | 373.84%-354.8pp |
| Employer contribution / active EE | $13,699 | $5,247+161.1% | $4,859+181.9% | $4,755+188.1% |
| Participant deferral / active EE | $11,165 | $8,102+37.8% | $7,760+43.9% | $6,713+66.3% |
| Admin fee / account holder | $37,273 | $12,406+200.4% | $10,767+246.2% | $11,407+226.7% |