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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 | $95,647 | $157,296-39.2% | $141,191-32.3% | $152,897-37.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.46% | 64.34%-42.9pp | 71.41%-49.9pp | 345.43%-324.0pp |
| Employer contribution / active EE | $9,799 | $5,262+86.2% | $4,736+106.9% | $4,764+105.7% |
| Participant deferral / active EE | $6,330 | $7,111-11.0% | $6,710-5.7% | $5,851+8.2% |
| Admin fee / account holder | $704 | $12,125-94.2% | $10,264-93.1% | $11,599-93.9% |