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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 | $62,951 | $157,296-60.0% | $141,191-55.4% | $152,897-58.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.71% | 64.34%-42.6pp | 71.41%-49.7pp | 345.43%-323.7pp |
| Employer contribution / active EE | $11,843 | $5,262+125.1% | $4,736+150.1% | $4,764+148.6% |
| Participant deferral / active EE | $9,190 | $7,111+29.2% | $6,710+37.0% | $5,851+57.1% |
| Admin fee / account holder | $503 | $12,125-95.9% | $10,264-95.1% | $11,599-95.7% |