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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 | $55,765 | $107,941-48.3% | $91,994-39.4% | $152,909-63.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 30.76% | 89.28%-58.5pp | 69.04%-38.3pp | 345.46%-314.7pp |
| Employer contribution / active EE | $4,606 | $4,212+9.4% | $3,453+33.4% | $4,764-3.3% |
| Participant deferral / active EE | $4,952 | $6,366-22.2% | $5,924-16.4% | $5,851-15.4% |
| Admin fee / account holder | $4,940 | $10,521-53.0% | $7,744-36.2% | $11,601-57.4% |