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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 | $92,845 | $157,304-41.0% | $141,197-34.2% | $152,909-39.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.39% | 64.34%-39.0pp | 71.41%-46.0pp | 345.46%-320.1pp |
| Employer contribution / active EE | $6,318 | $5,263+20.0% | $4,736+33.4% | $4,764+32.6% |
| Participant deferral / active EE | $8,288 | $7,111+16.6% | $6,710+23.5% | $5,851+41.6% |
| Admin fee / account holder | $4,030 | $12,126-66.8% | $10,265-60.7% | $11,601-65.3% |