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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 | $54,510 | $154,209-64.7% | $130,062-58.1% | $139,487-60.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.67% | 32.52%-10.8pp | -137.37%+159.0pp | 373.84%-352.2pp |
| Employer contribution / active EE | $14,760 | $5,292+178.9% | $4,322+241.5% | $4,755+210.4% |
| Participant deferral / active EE | $9,168 | $6,709+36.6% | $5,821+57.5% | $6,713+36.6% |
| Admin fee / account holder | $3,126 | $13,988-77.7% | $10,601-70.5% | $11,407-72.6% |