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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 | $64,301 | $157,296-59.1% | $141,191-54.5% | $152,897-57.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.04% | 64.34%-38.3pp | 71.41%-45.4pp | 345.43%-319.4pp |
| Employer contribution / active EE | $7,360 | $5,262+39.9% | $4,736+55.4% | $4,764+54.5% |
| Participant deferral / active EE | $10,407 | $7,111+46.4% | $6,710+55.1% | $5,851+77.9% |
| Admin fee / account holder | $3,453 | $12,125-71.5% | $10,264-66.4% | $11,599-70.2% |