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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 | $59,576 | $108,882-45.3% | $96,754-38.4% | $154,746-61.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 22.69% | 98.39%-75.7pp | 82.04%-59.3pp | 172.34%-149.6pp |
| Employer contribution / active EE | $7,621 | $3,018+152.5% | $2,679+184.5% | $4,379+74.0% |
| Participant deferral / active EE | $12,546 | $5,323+135.7% | $4,758+163.7% | $6,730+86.4% |
| Admin fee / account holder | $1,352 | $10,200-86.7% | $8,905-84.8% | $14,365-90.6% |