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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 | $55,900 | $157,304-64.5% | $141,197-60.4% | $152,909-63.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.94% | 64.34%-43.4pp | 71.41%-50.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $7,422 | $5,263+41.0% | $4,736+56.7% | $4,764+55.8% |
| Participant deferral / active EE | $10,552 | $7,111+48.4% | $6,710+57.3% | $5,851+80.3% |
| Admin fee / account holder | $499 | $12,126-95.9% | $10,265-95.1% | $11,601-95.7% |