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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 | $26,237 | $148,582-82.3% | $135,942-80.7% | $139,456-81.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 52.79% | 79.26%-26.5pp | 68.28%-15.5pp | 373.45%-320.7pp |
| Employer contribution / active EE | $6,351 | $5,245+21.1% | $4,858+30.7% | $4,753+33.6% |
| Participant deferral / active EE | $10,807 | $8,101+33.4% | $7,759+39.3% | $6,711+61.0% |
| Admin fee / account holder | $5,076 | $12,402-59.1% | $10,764-52.8% | $11,407-55.5% |