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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 | $100,764 | $227,566-55.7% | $189,558-46.8% | $167,518-39.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 13.45% | 78.43%-65.0pp | 64.19%-50.7pp | 478.71%-465.3pp |
| Employer contribution / active EE | $20,934 | $5,316+293.8% | $4,412+374.5% | $4,838+332.6% |
| Participant deferral / active EE | $10,500 | $7,002+50.0% | $6,174+70.1% | $6,342+65.6% |
| Admin fee / account holder | $794 | $11,881-93.3% | $9,809-91.9% | $12,312-93.5% |