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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 | $91,005 | $157,296-42.1% | $141,191-35.5% | $152,897-40.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.23% | 64.34%-35.1pp | 71.41%-42.2pp | 345.43%-316.2pp |
| Employer contribution / active EE | $7,517 | $5,262+42.9% | $4,736+58.7% | $4,764+57.8% |
| Participant deferral / active EE | $5,326 | $7,111-25.1% | $6,710-20.6% | $5,851-9.0% |
| Admin fee / account holder | $1,112 | $12,125-90.8% | $10,264-89.2% | $11,599-90.4% |