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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 | $56,210 | $154,159-63.5% | $130,026-56.8% | $139,456-59.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.93% | 32.50%-15.6pp | -137.26%+154.2pp | 373.45%-356.5pp |
| Employer contribution / active EE | $22,873 | $5,292+332.2% | $4,321+429.3% | $4,753+381.3% |
| Participant deferral / active EE | $9,988 | $6,710+48.9% | $5,821+71.6% | $6,711+48.8% |
| Admin fee / account holder | $372 | $14,001-97.3% | $10,608-96.5% | $11,407-96.7% |