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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 | $73,186 | $132,634-44.8% | $115,768-36.8% | $137,256-46.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.63% | 160.70%-145.1pp | 100.46%-84.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $7,127 | $3,360+112.1% | $2,940+142.4% | $4,156+71.5% |
| Participant deferral / active EE | $3,077 | $5,619-45.2% | $4,917-37.4% | $6,407-52.0% |
| Admin fee / account holder | $715 | $15,028-95.2% | $12,439-94.2% | $12,270-94.2% |