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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 | $46,849 | $127,273-63.2% | $109,895-57.4% | $167,518-72.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 22.57% | 22.97%-0.4pp | 29.46%-6.9pp | 478.71%-456.1pp |
| Employer contribution / active EE | $9,076 | $3,324+173.1% | $2,843+219.2% | $4,838+87.6% |
| Participant deferral / active EE | $2,122 | $4,515-53.0% | $4,049-47.6% | $6,342-66.5% |
| Admin fee / account holder | $23,105 | $7,117+224.7% | $6,067+280.8% | $12,312+87.7% |