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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 | $63,498 | $154,193-58.8% | $130,045-51.2% | $139,466-54.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.22% | 32.51%-16.3pp | -137.30%+153.5pp | 373.66%-357.4pp |
| Employer contribution / active EE | $7,073 | $5,292+33.7% | $4,321+63.7% | $4,754+48.8% |
| Participant deferral / active EE | $18,184 | $6,709+171.1% | $5,820+212.4% | $6,712+170.9% |
| Admin fee / account holder | $22,586 | $13,989+61.5% | $10,600+113.1% | $11,409+98.0% |