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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 | $55,441 | $157,296-64.8% | $141,191-60.7% | $152,897-63.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.94% | 64.34%-45.4pp | 71.41%-52.5pp | 345.43%-326.5pp |
| Employer contribution / active EE | $5,994 | $5,262+13.9% | $4,736+26.6% | $4,764+25.8% |
| Participant deferral / active EE | $3,990 | $7,111-43.9% | $6,710-40.5% | $5,851-31.8% |
| Admin fee / account holder | $21,142 | $12,125+74.4% | $10,264+106.0% | $11,599+82.3% |