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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 | $66,494 | $171,492-61.2% | $150,734-55.9% | $198,609-66.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.35% | 804.70%-787.4pp | 600.81%-583.5pp | 202.70%-185.3pp |
| Employer contribution / active EE | $18,801 | $5,470+243.7% | $4,918+282.3% | $5,055+271.9% |
| Participant deferral / active EE | $9,427 | $6,259+50.6% | $5,610+68.0% | $6,977+35.1% |
| Admin fee / account holder | $4,282 | $17,628-75.7% | $14,905-71.3% | $19,030-77.5% |