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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 | $59,161 | $154,209-61.6% | $130,062-54.5% | $139,487-57.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.00% | 32.52%-14.5pp | -137.37%+155.4pp | 373.84%-355.8pp |
| Employer contribution / active EE | $8,483 | $5,292+60.3% | $4,322+96.3% | $4,755+78.4% |
| Participant deferral / active EE | $7,660 | $6,709+14.2% | $5,821+31.6% | $6,713+14.1% |
| Admin fee / account holder | $2,301 | $13,988-83.6% | $10,601-78.3% | $11,407-79.8% |