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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 | $63,041 | $152,612-58.7% | $125,192-49.6% | $152,897-58.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 25.23% | 54.85%-29.6pp | 43.79%-18.6pp | 345.43%-320.2pp |
| Employer contribution / active EE | $5,530 | $4,947+11.8% | $3,866+43.0% | $4,764+16.1% |
| Participant deferral / active EE | $5,416 | $5,868-7.7% | $4,937+9.7% | $5,851-7.4% |
| Admin fee / account holder | $913 | $13,437-93.2% | $9,704-90.6% | $11,599-92.1% |