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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 | $35,259 | $157,296-77.6% | $141,191-75.0% | $152,897-76.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.68% | 64.34%-44.7pp | 71.41%-51.7pp | 345.43%-325.7pp |
| Employer contribution / active EE | $9,644 | $5,262+83.3% | $4,736+103.6% | $4,764+102.5% |
| Participant deferral / active EE | $5,760 | $7,111-19.0% | $6,710-14.2% | $5,851-1.6% |
| Admin fee / account holder | $1,271 | $12,125-89.5% | $10,264-87.6% | $11,599-89.0% |