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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 | $79,983 | $162,136-50.7% | $152,301-47.5% | $154,746-48.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 39.82% | 91.02%-51.2pp | 80.50%-40.7pp | 172.34%-132.5pp |
| Employer contribution / active EE | $9,922 | $4,890+102.9% | $4,624+114.6% | $4,379+126.6% |
| Participant deferral / active EE | $18,017 | $8,341+116.0% | $8,004+125.1% | $6,730+167.7% |
| Admin fee / account holder | $3,840 | $15,759-75.6% | $14,398-73.3% | $14,365-73.3% |