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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 | $74,721 | $148,623-49.7% | $135,974-45.0% | $139,466-46.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.17% | 79.30%-56.1pp | 68.30%-45.1pp | 373.66%-350.5pp |
| Employer contribution / active EE | $18,382 | $5,246+250.4% | $4,859+278.3% | $4,754+286.7% |
| Participant deferral / active EE | $12,719 | $8,103+57.0% | $7,760+63.9% | $6,712+89.5% |
| Admin fee / account holder | $833 | $12,406-93.3% | $10,767-92.3% | $11,409-92.7% |