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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 | $54,176 | $148,629-63.5% | $135,982-60.2% | $139,487-61.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.89% | 79.33%-54.4pp | 68.32%-43.4pp | 373.84%-349.0pp |
| Employer contribution / active EE | $8,843 | $5,247+68.6% | $4,859+82.0% | $4,755+86.0% |
| Participant deferral / active EE | $17,567 | $8,102+116.8% | $7,760+126.4% | $6,713+161.7% |
| Admin fee / account holder | $3,445 | $12,406-72.2% | $10,767-68.0% | $11,407-69.8% |