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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 | $85,044 | $129,737-34.4% | $119,126-28.6% | $154,746-45.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.07% | 379.08%-359.0pp | 282.11%-262.0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $16,781 | $4,375+283.6% | $4,034+316.0% | $4,379+283.2% |
| Participant deferral / active EE | $13,912 | $5,842+138.1% | $5,318+161.6% | $6,730+106.7% |
| Admin fee / account holder | $1,040 | $11,961-91.3% | $10,693-90.3% | $14,365-92.8% |