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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 | $105,379 | $201,344-47.7% | $184,243-42.8% | $145,877-27.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 29.01%-29.0pp | 28.82%-28.8pp | 551.28%-551.3pp |
| Employer contribution / active EE | $4,758 | $7,022-32.2% | $6,427-26.0% | $4,663+2.0% |
| Participant deferral / active EE | $20,876 | $9,807+112.9% | $9,132+128.6% | $6,691+212.0% |
| Admin fee / account holder | $23,164 | $16,382+41.4% | $13,914+66.5% | $13,402+72.8% |