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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 | $58,314 | $183,539-68.2% | $155,556-62.5% | $145,897-60.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.28% | 61.31%-49.0pp | 64.84%-52.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $14,560 | $5,315+173.9% | $4,675+211.4% | $4,663+212.3% |
| Participant deferral / active EE | $19,292 | $6,467+198.3% | $5,631+242.6% | $6,689+188.4% |
| Admin fee / account holder | $600,306 | $19,275+3014.5% | $15,885+3679.1% | $13,390+4383.1% |