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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 | $94,189 | $227,399-58.6% | $189,758-50.4% | $198,609-52.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.15% | 61.03%-43.9pp | 52.62%-35.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $17,047 | $5,526+208.5% | $4,767+257.6% | $5,055+237.2% |
| Participant deferral / active EE | $6,394 | $6,837-6.5% | $5,856+9.2% | $6,977-8.3% |
| Admin fee / account holder | $3,242 | $25,162-87.1% | $20,388-84.1% | $19,030-83.0% |