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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 | $77,423 | $152,619-49.3% | $125,195-38.2% | $152,909-49.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.35% | 54.85%-34.5pp | 43.79%-23.4pp | 345.46%-325.1pp |
| Employer contribution / active EE | $1,325 | $4,947-73.2% | $3,866-65.7% | $4,764-72.2% |
| Participant deferral / active EE | $1,868 | $5,869-68.2% | $4,937-62.2% | $5,851-68.1% |
| Admin fee / account holder | $677 | $13,437-95.0% | $9,704-93.0% | $11,601-94.2% |