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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 | $60,292 | $157,296-61.7% | $141,191-57.3% | $152,897-60.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.55% | 64.34%-38.8pp | 71.41%-45.9pp | 345.43%-319.9pp |
| Employer contribution / active EE | $9,275 | $5,262+76.2% | $4,736+95.8% | $4,764+94.7% |
| Participant deferral / active EE | $21,815 | $7,111+206.8% | $6,710+225.1% | $5,851+272.8% |
| Admin fee / account holder | $6,645 | $12,125-45.2% | $10,264-35.3% | $11,599-42.7% |