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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 | $62,377 | $201,264-69.0% | $184,185-66.1% | $145,978-57.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.19% | 29.00%-11.8pp | 28.81%-11.6pp | 550.52%-533.3pp |
| Employer contribution / active EE | $15,092 | $7,021+115.0% | $6,426+134.9% | $4,662+223.7% |
| Participant deferral / active EE | $6,030 | $9,806-38.5% | $9,132-34.0% | $6,690-9.9% |
| Admin fee / account holder | $325,196 | $16,376+1885.8% | $13,909+2238.0% | $13,400+2326.8% |