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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 | $74,579 | $157,296-52.6% | $141,191-47.2% | $152,897-51.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.02% | 64.34%-44.3pp | 71.41%-51.4pp | 345.43%-325.4pp |
| Employer contribution / active EE | $7,926 | $5,262+50.6% | $4,736+67.4% | $4,764+66.4% |
| Participant deferral / active EE | $6,765 | $7,111-4.9% | $6,710+0.8% | $5,851+15.6% |
| Admin fee / account holder | $6,574 | $12,125-45.8% | $10,264-35.9% | $11,599-43.3% |