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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 | $62,735 | $157,304-60.1% | $141,197-55.6% | $152,909-59.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.98% | 64.34%-45.4pp | 71.41%-52.4pp | 345.46%-326.5pp |
| Employer contribution / active EE | $8,328 | $5,263+58.3% | $4,736+75.8% | $4,764+74.8% |
| Participant deferral / active EE | $11,847 | $7,111+66.6% | $6,710+76.6% | $5,851+102.5% |
| Admin fee / account holder | $608 | $12,126-95.0% | $10,265-94.1% | $11,601-94.8% |