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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 | $59,916 | $157,304-61.9% | $141,197-57.6% | $152,909-60.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.32% | 64.34%-34.0pp | 71.41%-41.1pp | 345.46%-315.1pp |
| Employer contribution / active EE | $7,439 | $5,263+41.4% | $4,736+57.1% | $4,764+56.2% |
| Participant deferral / active EE | $5,615 | $7,111-21.0% | $6,710-16.3% | $5,851-4.0% |
| Admin fee / account holder | $1,649 | $12,126-86.4% | $10,265-83.9% | $11,601-85.8% |