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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 | $52,087 | $196,972-73.6% | $182,262-71.4% | $198,609-73.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.27% | 158.27%-143.0pp | 140.60%-125.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $44,714 | $5,364+733.7% | $5,046+786.2% | $5,055+784.5% |
| Participant deferral / active EE | $32,875 | $8,643+280.4% | $8,276+297.2% | $6,977+371.2% |
| Admin fee / account holder | $52,906 | $18,429+187.1% | $16,712+216.6% | $19,030+178.0% |