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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 | $58,616 | $165,361-64.6% | $149,715-60.8% | $158,950-63.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.27% | 348.24%-325.0pp | 276.66%-253.4pp | 302.91%-279.6pp |
| Employer contribution / active EE | $12,876 | $5,103+152.3% | $4,645+177.2% | $4,762+170.4% |
| Participant deferral / active EE | $9,776 | $7,182+36.1% | $6,842+42.9% | $5,983+63.4% |
| Admin fee / account holder | $1,736 | $10,808-83.9% | $9,310-81.3% | $11,248-84.6% |