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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 | $66,795 | $109,327-38.9% | $89,391-25.3% | $158,931-58.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.52% | 345.68%-331.2pp | 245.62%-231.1pp | 302.86%-288.3pp |
| Employer contribution / active EE | $16,961 | $3,170+435.1% | $2,586+556.0% | $4,761+256.2% |
| Participant deferral / active EE | $12,731 | $4,598+176.9% | $3,890+227.3% | $5,982+112.8% |
| Admin fee / account holder | $1,228 | $6,153-80.0% | $4,881-74.8% | $11,247-89.1% |