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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 | $85,316 | $157,304-45.8% | $141,197-39.6% | $152,909-44.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.82% | 64.34%-44.5pp | 71.41%-51.6pp | 345.46%-325.6pp |
| Employer contribution / active EE | $6,621 | $5,263+25.8% | $4,736+39.8% | $4,764+39.0% |
| Participant deferral / active EE | $10,465 | $7,111+47.2% | $6,710+56.0% | $5,851+78.9% |
| Admin fee / account holder | $1,033 | $12,126-91.5% | $10,265-89.9% | $11,601-91.1% |