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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 | $29,368 | $160,040-81.6% | $147,096-80.0% | $145,877-79.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.75% | 98.49%-80.7pp | 419.75%-402.0pp | 551.28%-533.5pp |
| Employer contribution / active EE | $16,476 | $5,289+211.5% | $4,936+233.8% | $4,663+253.3% |
| Participant deferral / active EE | $10,111 | $8,429+20.0% | $8,071+25.3% | $6,691+51.1% |
| Admin fee / account holder | $474 | $15,050-96.9% | $13,005-96.4% | $13,402-96.5% |