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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 | $58,499 | $102,595-43.0% | $94,057-37.8% | $154,746-62.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 13.79% | 583.42%-569.6pp | 480.62%-466.8pp | 172.34%-158.5pp |
| Employer contribution / active EE | $22,688 | $3,147+620.9% | $2,933+673.5% | $4,379+418.1% |
| Participant deferral / active EE | $17,200 | $5,118+236.1% | $4,709+265.2% | $6,730+155.6% |
| Admin fee / account holder | $25,594 | $7,736+230.8% | $7,244+253.3% | $14,365+78.2% |