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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 | $76,928 | $157,304-51.1% | $141,197-45.5% | $152,909-49.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.70% | 64.34%-42.6pp | 71.41%-49.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $7,645 | $5,263+45.3% | $4,736+61.4% | $4,764+60.5% |
| Participant deferral / active EE | $6,988 | $7,111-1.7% | $6,710+4.1% | $5,851+19.4% |
| Admin fee / account holder | $35,937 | $12,126+196.4% | $10,265+250.1% | $11,601+209.8% |