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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 | $58,825 | $211,239-72.2% | $178,528-67.1% | $145,877-59.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.47% | 30.22%-16.8pp | 27.11%-13.6pp | 551.28%-537.8pp |
| Employer contribution / active EE | $22,775 | $4,570+398.3% | $3,950+476.5% | $4,663+388.4% |
| Participant deferral / active EE | $10,106 | $6,963+45.1% | $6,278+61.0% | $6,691+51.0% |
| Admin fee / account holder | $28,515 | $12,095+135.8% | $10,419+173.7% | $13,402+112.8% |