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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 | $62,956 | $172,111-63.4% | $150,298-58.1% | $137,256-54.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 120.13% | 69.37%+50.8pp | 62.79%+57.3pp | 220.34%-100.2pp |
| Employer contribution / active EE | $13,972 | $4,636+201.4% | $4,154+236.4% | $4,156+236.2% |
| Participant deferral / active EE | $8,766 | $6,166+42.2% | $5,453+60.8% | $6,407+36.8% |
| Admin fee / account holder | $2,662 | $16,471-83.8% | $14,116-81.1% | $12,270-78.3% |