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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 | $33,331 | $157,296-78.8% | $141,191-76.4% | $152,897-78.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.56% | 64.34%-48.8pp | 71.41%-55.9pp | 345.43%-329.9pp |
| Employer contribution / active EE | $12,374 | $5,262+135.1% | $4,736+161.3% | $4,764+159.8% |
| Participant deferral / active EE | $6,197 | $7,111-12.8% | $6,710-7.6% | $5,851+5.9% |
| Admin fee / account holder | $364 | $12,125-97.0% | $10,264-96.5% | $11,599-96.9% |