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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 | $31,518 | $157,296-80.0% | $141,191-77.7% | $152,897-79.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.29% | 64.34%-39.1pp | 71.41%-46.1pp | 345.43%-320.1pp |
| Employer contribution / active EE | $6,807 | $5,262+29.4% | $4,736+43.7% | $4,764+42.9% |
| Participant deferral / active EE | $13,985 | $7,111+96.7% | $6,710+108.4% | $5,851+139.0% |
| Admin fee / account holder | $3,528 | $12,125-70.9% | $10,264-65.6% | $11,599-69.6% |