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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 | $68,076 | $152,619-55.4% | $125,195-45.6% | $152,909-55.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.18% | 54.85%-35.7pp | 43.79%-24.6pp | 345.46%-326.3pp |
| Employer contribution / active EE | $8,622 | $4,947+74.3% | $3,866+123.0% | $4,764+81.0% |
| Participant deferral / active EE | $7,878 | $5,869+34.2% | $4,937+59.6% | $5,851+34.6% |
| Admin fee / account holder | $652 | $13,437-95.1% | $9,704-93.3% | $11,601-94.4% |