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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 | $44,256 | $166,020-73.3% | $164,866-73.2% | $145,959-69.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 79.80% | 100.08%-20.3pp | 69.97%+9.8pp | 561.95%-482.2pp |
| Employer contribution / active EE | $19,833 | $5,275+276.0% | $4,343+356.7% | $4,661+325.5% |
| Participant deferral / active EE | $19,533 | $6,961+180.6% | $6,033+223.8% | $6,689+192.0% |
| Admin fee / account holder | $663 | $16,644-96.0% | $12,689-94.8% | $13,398-95.1% |