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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 | $51,346 | $166,131-69.1% | $164,975-68.9% | $145,877-64.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.82% | 100.37%-81.5pp | 70.12%-51.3pp | 551.28%-532.5pp |
| Employer contribution / active EE | $5,625 | $5,276+6.6% | $4,343+29.5% | $4,663+20.6% |
| Participant deferral / active EE | $21,975 | $6,962+215.6% | $6,033+264.2% | $6,691+228.4% |
| Admin fee / account holder | $18,298 | $16,648+9.9% | $12,688+44.2% | $13,402+36.5% |