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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 | $79,060 | $225,673-65.0% | $203,872-61.2% | $155,188-49.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 16.81% | 95.91%-79.1pp | 85.11%-68.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $22,588 | $4,099+451.1% | $3,757+501.2% | $4,248+431.8% |
| Participant deferral / active EE | $9,107 | $6,893+32.1% | $6,388+42.6% | $6,531+39.4% |
| Admin fee / account holder | $1,064 | $12,327-91.4% | $11,730-90.9% | $14,480-92.7% |