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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 | $201,370-47.7% | $184,256-42.8% | $145,897-27.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 29.05%-29.0pp | 28.85%-28.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $4,758 | $7,024-32.3% | $6,427-26.0% | $4,663+2.0% |
| Participant deferral / active EE | $20,876 | $9,808+112.8% | $9,133+128.6% | $6,689+212.1% |
| Admin fee / account holder | $23,164 | $16,364+41.6% | $13,899+66.7% | $13,390+73.0% |