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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 | $67,236 | $217,427-69.1% | $185,837-63.8% | $167,518-59.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.29% | 148.39%-127.1pp | 122.08%-100.8pp | 478.71%-457.4pp |
| Employer contribution / active EE | $16,289 | $5,874+177.3% | $5,168+215.2% | $4,838+236.6% |
| Participant deferral / active EE | $6,752 | $6,357+6.2% | $5,568+21.2% | $6,342+6.5% |
| Admin fee / account holder | $2,346 | $19,816-88.2% | $16,241-85.6% | $12,312-80.9% |