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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 | $103,625 | $157,304-34.1% | $141,197-26.6% | $152,909-32.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.53% | 64.34%-38.8pp | 71.41%-45.9pp | 345.46%-319.9pp |
| Employer contribution / active EE | $8,675 | $5,263+64.8% | $4,736+83.2% | $4,764+82.1% |
| Participant deferral / active EE | $16,193 | $7,111+127.7% | $6,710+141.3% | $5,851+176.7% |
| Admin fee / account holder | $4,757 | $12,126-60.8% | $10,265-53.7% | $11,601-59.0% |