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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 | $69,909 | $157,304-55.6% | $141,197-50.5% | $152,909-54.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.89% | 64.34%-47.4pp | 71.41%-54.5pp | 345.46%-328.6pp |
| Employer contribution / active EE | $10,251 | $5,263+94.8% | $4,736+116.4% | $4,764+115.2% |
| Participant deferral / active EE | $7,489 | $7,111+5.3% | $6,710+11.6% | $5,851+28.0% |
| Admin fee / account holder | $6,211 | $12,126-48.8% | $10,265-39.5% | $11,601-46.5% |