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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 | $56,408 | $183,592-69.3% | $155,574-63.7% | $145,877-61.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.42% | 61.37%-36.0pp | 64.87%-39.5pp | 551.28%-525.9pp |
| Employer contribution / active EE | $18,356 | $5,317+245.3% | $4,676+292.6% | $4,663+293.7% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,434 | $19,316-51.2% | $15,914-40.7% | $13,402-29.6% |