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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 | $63,928 | $157,296-59.4% | $141,191-54.7% | $152,897-58.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.50% | 64.34%-36.8pp | 71.41%-43.9pp | 345.43%-317.9pp |
| Employer contribution / active EE | $12,984 | $5,262+146.7% | $4,736+174.2% | $4,764+172.6% |
| Participant deferral / active EE | $10,420 | $7,111+46.5% | $6,710+55.3% | $5,851+78.1% |
| Admin fee / account holder | $1,836 | $12,125-84.9% | $10,264-82.1% | $11,599-84.2% |