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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 | $64,794 | $144,124-55.0% | $117,857-45.0% | $147,585-56.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.49% | 531.17%-515.7pp | 335.09%-319.6pp | 578.57%-563.1pp |
| Employer contribution / active EE | $10,765 | $4,897+119.8% | $3,786+184.3% | $4,876+120.8% |
| Participant deferral / active EE | $8,926 | $5,316+67.9% | $4,482+99.2% | $5,439+64.1% |
| Admin fee / account holder | $686 | $10,886-93.7% | $8,020-91.4% | $10,885-93.7% |