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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 | $96,839 | $157,304-38.4% | $141,197-31.4% | $152,909-36.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.93% | 64.34%-43.4pp | 71.41%-50.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $7,686 | $5,263+46.1% | $4,736+62.3% | $4,764+61.3% |
| Participant deferral / active EE | $3,881 | $7,111-45.4% | $6,710-42.2% | $5,851-33.7% |
| Admin fee / account holder | $1,057 | $12,126-91.3% | $10,265-89.7% | $11,601-90.9% |