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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 | $99,790 | $157,304-36.6% | $141,197-29.3% | $152,909-34.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.49% | 64.34%-42.9pp | 71.41%-49.9pp | 345.46%-324.0pp |
| Employer contribution / active EE | $6,504 | $5,263+23.6% | $4,736+37.3% | $4,764+36.5% |
| Participant deferral / active EE | $7,241 | $7,111+1.8% | $6,710+7.9% | $5,851+23.8% |
| Admin fee / account holder | $5,274 | $12,126-56.5% | $10,265-48.6% | $11,601-54.5% |