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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 | $99,183 | $157,304-36.9% | $141,197-29.8% | $152,909-35.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.12% | 64.34%-35.2pp | 71.41%-42.3pp | 345.46%-316.3pp |
| Employer contribution / active EE | $10,161 | $5,263+93.1% | $4,736+114.5% | $4,764+113.3% |
| Participant deferral / active EE | $8,706 | $7,111+22.4% | $6,710+29.7% | $5,851+48.8% |
| Admin fee / account holder | $7,467 | $12,126-38.4% | $10,265-27.3% | $11,601-35.6% |