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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 | $96,465 | $157,276-38.7% | $141,177-31.7% | $152,885-36.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.83% | 64.33%-38.5pp | 71.40%-45.6pp | 345.39%-319.6pp |
| Employer contribution / active EE | $9,693 | $5,262+84.2% | $4,736+104.7% | $4,763+103.5% |
| Participant deferral / active EE | $5,457 | $7,110-23.2% | $6,710-18.7% | $5,851-6.7% |
| Admin fee / account holder | $69,112 | $12,123+470.1% | $10,263+573.4% | $11,598+495.9% |