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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 | $77,264 | $210,698-63.3% | $178,014-56.6% | $145,959-47.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.63% | 386.27%-372.6pp | 294.80%-281.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $8,692 | $4,567+90.3% | $3,950+120.1% | $4,661+86.5% |
| Participant deferral / active EE | $5,621 | $6,958-19.2% | $6,276-10.4% | $6,689-16.0% |
| Admin fee / account holder | $1,682 | $12,016-86.0% | $10,362-83.8% | $13,398-87.4% |