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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 | $37,750 | $196,972-80.8% | $182,262-79.3% | $198,609-81.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 6.36% | 158.27%-151.9pp | 140.60%-134.2pp | 202.70%-196.3pp |
| Employer contribution / active EE | $17,287 | $5,364+222.3% | $5,046+242.6% | $5,055+242.0% |
| Participant deferral / active EE | $8,999 | $8,643+4.1% | $8,276+8.7% | $6,977+29.0% |
| Admin fee / account holder | $48,331 | $18,429+162.3% | $16,712+189.2% | $19,030+154.0% |