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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 | $56,738 | $157,296-63.9% | $141,191-59.8% | $152,897-62.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.81% | 64.34%-40.5pp | 71.41%-47.6pp | 345.43%-321.6pp |
| Employer contribution / active EE | $8,780 | $5,262+66.9% | $4,736+85.4% | $4,764+84.3% |
| Participant deferral / active EE | $10,500 | $7,111+47.7% | $6,710+56.5% | $5,851+79.5% |
| Admin fee / account holder | $493 | $12,125-95.9% | $10,264-95.2% | $11,599-95.8% |