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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 | $85,583 | $176,786-51.6% | $146,643-41.6% | $167,536-48.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.57% | 24.04%-10.5pp | 22.75%-9.2pp | 478.82%-465.2pp |
| Employer contribution / active EE | $15,050 | $5,161+191.6% | $4,137+263.8% | $4,839+211.0% |
| Participant deferral / active EE | $8,206 | $6,440+27.4% | $5,506+49.0% | $6,342+29.4% |
| Admin fee / account holder | $985 | $13,262-92.6% | $10,280-90.4% | $12,315-92.0% |