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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 | $70,916 | $166,268-57.3% | $165,100-57.0% | $145,897-51.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.78% | 100.52%-86.7pp | 70.21%-56.4pp | 552.29%-538.5pp |
| Employer contribution / active EE | $23,727 | $5,284+349.0% | $4,348+445.7% | $4,663+408.9% |
| Participant deferral / active EE | $6,231 | $6,964-10.5% | $6,035+3.2% | $6,689-6.8% |
| Admin fee / account holder | $4,500 | $16,659-73.0% | $12,696-64.6% | $13,390-66.4% |