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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 | $78,440 | $148,623-47.2% | $135,974-42.3% | $139,466-43.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.57% | 79.30%-55.7pp | 68.30%-44.7pp | 373.66%-350.1pp |
| Employer contribution / active EE | $16,709 | $5,246+218.5% | $4,859+243.9% | $4,754+251.5% |
| Participant deferral / active EE | $13,275 | $8,103+63.8% | $7,760+71.1% | $6,712+97.8% |
| Admin fee / account holder | $845 | $12,406-93.2% | $10,767-92.2% | $11,409-92.6% |