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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 | $81,194 | $157,276-48.4% | $141,177-42.5% | $152,885-46.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.81% | 64.33%-45.5pp | 71.40%-52.6pp | 345.39%-326.6pp |
| Employer contribution / active EE | $7,700 | $5,262+46.3% | $4,736+62.6% | $4,763+61.7% |
| Participant deferral / active EE | $5,006 | $7,110-29.6% | $6,710-25.4% | $5,851-14.4% |
| Admin fee / account holder | $643 | $12,123-94.7% | $10,263-93.7% | $11,598-94.5% |