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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 | $53,367 | $159,978-66.6% | $147,041-63.7% | $145,978-63.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.28% | 98.36%-81.1pp | 419.21%-401.9pp | 550.52%-533.2pp |
| Employer contribution / active EE | $13,671 | $5,288+158.5% | $4,935+177.0% | $4,662+193.2% |
| Participant deferral / active EE | $25,977 | $8,429+208.2% | $8,071+221.9% | $6,690+288.3% |
| Admin fee / account holder | $112,837 | $15,053+649.6% | $13,006+767.6% | $13,400+742.0% |