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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 | $52,458 | $227,399-76.9% | $189,758-72.4% | $198,609-73.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.88% | 61.03%-56.1pp | 52.62%-47.7pp | 202.70%-197.8pp |
| Employer contribution / active EE | $30,339 | $5,526+449.0% | $4,767+536.5% | $5,055+500.1% |
| Participant deferral / active EE | $31,200 | $6,837+356.4% | $5,856+432.8% | $6,977+347.2% |
| Admin fee / account holder | $148,966 | $25,162+492.0% | $20,388+630.7% | $19,030+682.8% |