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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 | $41,577 | $157,276-73.6% | $141,177-70.5% | $152,885-72.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.88% | 64.33%-41.4pp | 71.40%-48.5pp | 345.39%-322.5pp |
| Employer contribution / active EE | $6,950 | $5,262+32.1% | $4,736+46.8% | $4,763+45.9% |
| Participant deferral / active EE | $7,693 | $7,110+8.2% | $6,710+14.7% | $5,851+31.5% |
| Admin fee / account holder | $331 | $12,123-97.3% | $10,263-96.8% | $11,598-97.1% |