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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 | $35,800 | $157,304-77.2% | $141,197-74.6% | $152,909-76.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.33% | 64.34%-46.0pp | 71.41%-53.1pp | 345.46%-327.1pp |
| Employer contribution / active EE | $9,074 | $5,263+72.4% | $4,736+91.6% | $4,764+90.5% |
| Participant deferral / active EE | $9,500 | $7,111+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $1,062 | $12,126-91.2% | $10,265-89.7% | $11,601-90.8% |