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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 | $88,342 | $157,276-43.8% | $141,177-37.4% | $152,885-42.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.92% | 64.33%-44.4pp | 71.40%-51.5pp | 345.39%-325.5pp |
| Employer contribution / active EE | $7,635 | $5,262+45.1% | $4,736+61.2% | $4,763+60.3% |
| Participant deferral / active EE | $8,791 | $7,110+23.6% | $6,710+31.0% | $5,851+50.3% |
| Admin fee / account holder | $5,441 | $12,123-55.1% | $10,263-47.0% | $11,598-53.1% |