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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 | $61,445 | $183,592-66.5% | $155,567-60.5% | $145,959-57.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.80% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.2pp |
| Employer contribution / active EE | $21,670 | $5,315+307.7% | $4,674+363.6% | $4,661+364.9% |
| Participant deferral / active EE | $19,534 | $6,464+202.2% | $5,628+247.1% | $6,689+192.0% |
| Admin fee / account holder | $22,406 | $19,318+16.0% | $15,916+40.8% | $13,398+67.2% |