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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 | $183,592-68.2% | $155,574-62.5% | $145,877-60.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.28% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $14,560 | $5,317+173.9% | $4,676+211.4% | $4,663+212.2% |
| Participant deferral / active EE | $19,292 | $6,466+198.4% | $5,629+242.7% | $6,691+188.3% |
| Admin fee / account holder | $600,306 | $19,316+3007.8% | $15,914+3672.1% | $13,402+4379.2% |