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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 | $65,771 | $115,814-43.2% | $101,275-35.1% | $158,982-58.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.57% | 56.16%-31.6pp | 46.48%-21.9pp | 302.99%-278.4pp |
| Employer contribution / active EE | $11,446 | $4,176+174.1% | $3,660+212.7% | $4,763+140.3% |
| Participant deferral / active EE | $7,751 | $4,958+56.3% | $4,371+77.4% | $5,983+29.5% |
| Admin fee / account holder | $1,276 | $7,249-82.4% | $5,948-78.6% | $11,252-88.7% |