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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 | $64,669 | $157,296-58.9% | $141,191-54.2% | $152,897-57.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.97% | 64.34%-38.4pp | 71.41%-45.4pp | 345.43%-319.5pp |
| Employer contribution / active EE | $6,761 | $5,262+28.5% | $4,736+42.8% | $4,764+41.9% |
| Participant deferral / active EE | $11,470 | $7,111+61.3% | $6,710+70.9% | $5,851+96.0% |
| Admin fee / account holder | $2,455 | $12,125-79.8% | $10,264-76.1% | $11,599-78.8% |