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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 | $75,843 | $211,239-64.1% | $178,528-57.5% | $145,877-48.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.46% | 30.22%-15.8pp | 27.11%-12.6pp | 551.28%-536.8pp |
| Employer contribution / active EE | $7,592 | $4,570+66.1% | $3,950+92.2% | $4,663+62.8% |
| Participant deferral / active EE | $21,098 | $6,963+203.0% | $6,278+236.0% | $6,691+215.3% |
| Admin fee / account holder | $24,712 | $12,095+104.3% | $10,419+137.2% | $13,402+84.4% |