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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 | $74,201 | $157,276-52.8% | $141,177-47.4% | $152,885-51.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.69% | 64.33%-42.6pp | 71.40%-49.7pp | 345.39%-323.7pp |
| Employer contribution / active EE | $6,811 | $5,262+29.5% | $4,736+43.8% | $4,763+43.0% |
| Participant deferral / active EE | $3,735 | $7,110-47.5% | $6,710-44.3% | $5,851-36.2% |
| Admin fee / account holder | $4,559 | $12,123-62.4% | $10,263-55.6% | $11,598-60.7% |