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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 | $71,498 | $166,268-57.0% | $165,100-56.7% | $145,897-51.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.79% | 100.52%-85.7pp | 70.21%-55.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $12,805 | $5,284+142.3% | $4,348+194.5% | $4,663+174.6% |
| Participant deferral / active EE | $15,308 | $6,964+119.8% | $6,035+153.6% | $6,689+128.8% |
| Admin fee / account holder | $1,223 | $16,659-92.7% | $12,696-90.4% | $13,390-90.9% |