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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 | $69,040 | $132,099-47.7% | $115,599-40.3% | $138,895-50.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 15.01% | 176.76%-161.7pp | 111.10%-96.1pp | 145.39%-130.4pp |
| Employer contribution / active EE | $14,141 | $3,416+313.9% | $2,955+378.5% | $4,194+237.1% |
| Participant deferral / active EE | $8,718 | $5,617+55.2% | $4,889+78.3% | $6,396+36.3% |
| Admin fee / account holder | $493 | $15,650-96.9% | $12,841-96.2% | $12,562-96.1% |