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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 | $72,742 | $154,209-52.8% | $130,062-44.1% | $139,487-47.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.66% | 32.52%-13.9pp | -137.37%+156.0pp | 373.84%-355.2pp |
| Employer contribution / active EE | $10,479 | $5,292+98.0% | $4,322+142.5% | $4,755+120.4% |
| Participant deferral / active EE | $22,230 | $6,709+231.3% | $5,821+281.9% | $6,713+231.2% |
| Admin fee / account holder | $5,617 | $13,988-59.8% | $10,601-47.0% | $11,407-50.8% |