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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 | $62,499 | $157,304-60.3% | $141,197-55.7% | $152,909-59.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.17% | 64.34%-46.2pp | 71.41%-53.2pp | 345.46%-327.3pp |
| Employer contribution / active EE | $25,951 | $5,263+393.1% | $4,736+447.9% | $4,764+444.8% |
| Participant deferral / active EE | $5,918 | $7,111-16.8% | $6,710-11.8% | $5,851+1.1% |
| Admin fee / account holder | $711 | $12,126-94.1% | $10,265-93.1% | $11,601-93.9% |