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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 | $102,305 | $176,794-42.1% | $146,647-30.2% | $167,553-38.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.11% | 24.04%-5.9pp | 22.75%-4.6pp | 478.89%-460.8pp |
| Employer contribution / active EE | $19,761 | $5,161+282.9% | $4,137+377.7% | $4,840+308.3% |
| Participant deferral / active EE | $14,748 | $6,440+129.0% | $5,506+167.8% | $6,343+132.5% |
| Admin fee / account holder | $991 | $13,262-92.5% | $10,281-90.4% | $12,316-92.0% |