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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 | $54,135 | $157,276-65.6% | $141,177-61.7% | $152,885-64.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.96% | 64.33%-41.4pp | 71.40%-48.4pp | 345.39%-322.4pp |
| Employer contribution / active EE | $12,635 | $5,262+140.1% | $4,736+166.8% | $4,763+165.3% |
| Participant deferral / active EE | $7,818 | $7,110+10.0% | $6,710+16.5% | $5,851+33.6% |
| Admin fee / account holder | $902 | $12,123-92.6% | $10,263-91.2% | $11,598-92.2% |