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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 | $107,739 | $157,296-31.5% | $141,191-23.7% | $152,897-29.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.88% | 64.34%-39.5pp | 71.41%-46.5pp | 345.43%-320.5pp |
| Employer contribution / active EE | $9,799 | $5,262+86.2% | $4,736+106.9% | $4,764+105.7% |
| Participant deferral / active EE | $11,141 | $7,111+56.7% | $6,710+66.0% | $5,851+90.4% |
| Admin fee / account holder | $781 | $12,125-93.6% | $10,264-92.4% | $11,599-93.3% |