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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 | $65,289 | $77,416-15.7% | $69,464-6.0% | $152,897-57.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 26.23% | 39.08%-12.8pp | 28.98%-2.7pp | 345.43%-319.2pp |
| Employer contribution / active EE | $12,047 | $3,315+263.5% | $2,779+333.5% | $4,764+152.9% |
| Participant deferral / active EE | $12,047 | $4,413+173.0% | $3,536+240.7% | $5,851+105.9% |
| Admin fee / account holder | $12,396 | $6,208+99.7% | $3,840+222.8% | $11,599+6.9% |