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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 | $63,625 | $157,296-59.6% | $141,191-54.9% | $152,897-58.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.26% | 64.34%-44.1pp | 71.41%-51.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $9,994 | $5,262+89.9% | $4,736+111.0% | $4,764+109.8% |
| Participant deferral / active EE | $14,263 | $7,111+100.6% | $6,710+112.6% | $5,851+143.8% |
| Admin fee / account holder | $1,073 | $12,125-91.2% | $10,264-89.6% | $11,599-90.8% |