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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 | $89,899 | $134,817-33.3% | $123,973-27.5% | $155,188-42.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.99% | 515.49%-496.5pp | 388.13%-369.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $18,064 | $4,425+308.2% | $4,126+337.8% | $4,248+325.2% |
| Participant deferral / active EE | $22,932 | $5,706+301.9% | $5,247+337.1% | $6,531+251.1% |
| Admin fee / account holder | $963 | $13,245-92.7% | $11,799-91.8% | $14,480-93.3% |