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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 | $77,668 | $148,629-47.7% | $135,982-42.9% | $139,487-44.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.37% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.5pp |
| Employer contribution / active EE | $16,244 | $5,247+209.6% | $4,859+234.3% | $4,755+241.7% |
| Participant deferral / active EE | $10,233 | $8,102+26.3% | $7,760+31.9% | $6,713+52.4% |
| Admin fee / account holder | $597 | $12,406-95.2% | $10,767-94.5% | $11,407-94.8% |