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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 | $65,133 | $157,296-58.6% | $141,191-53.9% | $152,897-57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.45% | 64.34%-37.9pp | 71.41%-45.0pp | 345.43%-319.0pp |
| Employer contribution / active EE | $6,659 | $5,262+26.5% | $4,736+40.6% | $4,764+39.8% |
| Participant deferral / active EE | $5,451 | $7,111-23.3% | $6,710-18.8% | $5,851-6.8% |
| Admin fee / account holder | $1,378 | $12,125-88.6% | $10,264-86.6% | $11,599-88.1% |