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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 | $70,370 | $154,228-54.4% | $145,433-51.6% | $137,256-48.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 52.35% | 74.59%-22.2pp | 66.58%-14.2pp | 220.34%-168.0pp |
| Employer contribution / active EE | $9,823 | $4,804+104.5% | $4,554+115.7% | $4,156+136.4% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,435 | $14,344-76.1% | $13,129-73.8% | $12,270-72.0% |