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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 | $59,653 | $105,158-43.3% | $94,672-37.0% | $139,487-57.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.49% | 38.11%-23.6pp | 156.89%-142.4pp | 373.84%-359.4pp |
| Employer contribution / active EE | $5,656 | $4,107+37.7% | $3,673+54.0% | $4,755+19.0% |
| Participant deferral / active EE | $12,619 | $7,599+66.1% | $7,417+70.1% | $6,713+88.0% |
| Admin fee / account holder | $1,193 | $8,972-86.7% | $7,222-83.5% | $11,407-89.5% |