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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 | $68,390 | $157,296-56.5% | $141,191-51.6% | $152,897-55.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.38% | 64.34%-41.0pp | 71.41%-48.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $10,122 | $5,262+92.4% | $4,736+113.7% | $4,764+112.5% |
| Participant deferral / active EE | $11,847 | $7,111+66.6% | $6,710+76.6% | $5,851+102.5% |
| Admin fee / account holder | $1,284 | $12,125-89.4% | $10,264-87.5% | $11,599-88.9% |