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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 | $73,573 | $157,304-53.2% | $141,197-47.9% | $152,909-51.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.75% | 64.34%-42.6pp | 71.41%-49.7pp | 345.46%-323.7pp |
| Employer contribution / active EE | $12,810 | $5,263+143.4% | $4,736+170.5% | $4,764+168.9% |
| Participant deferral / active EE | $8,353 | $7,111+17.5% | $6,710+24.5% | $5,851+42.7% |
| Admin fee / account holder | $985 | $12,126-91.9% | $10,265-90.4% | $11,601-91.5% |