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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 | $77,602 | $148,629-47.8% | $135,982-42.9% | $139,487-44.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.87% | 79.33%-57.5pp | 68.32%-46.5pp | 373.84%-352.0pp |
| Employer contribution / active EE | $20,824 | $5,247+296.9% | $4,859+328.6% | $4,755+338.0% |
| Participant deferral / active EE | $22,134 | $8,102+173.2% | $7,760+185.2% | $6,713+229.7% |
| Admin fee / account holder | $418 | $12,406-96.6% | $10,767-96.1% | $11,407-96.3% |