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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 | $70,492 | $152,619-53.8% | $125,195-43.7% | $152,909-53.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.65% | 54.85%-36.2pp | 43.79%-25.1pp | 345.46%-326.8pp |
| Employer contribution / active EE | $10,948 | $4,947+121.3% | $3,866+183.2% | $4,764+129.8% |
| Participant deferral / active EE | $4,443 | $5,869-24.3% | $4,937-10.0% | $5,851-24.1% |
| Admin fee / account holder | $519 | $13,437-96.1% | $9,704-94.6% | $11,601-95.5% |