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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 | $157,276-61.7% | $141,177-57.3% | $152,885-60.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.55% | 64.33%-38.8pp | 71.40%-45.8pp | 345.39%-319.8pp |
| Employer contribution / active EE | $9,275 | $5,262+76.3% | $4,736+95.8% | $4,763+94.7% |
| Participant deferral / active EE | $21,815 | $7,110+206.8% | $6,710+225.1% | $5,851+272.9% |
| Admin fee / account holder | $6,645 | $12,123-45.2% | $10,263-35.3% | $11,598-42.7% |