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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 | $94,463 | $225,673-58.1% | $203,872-53.7% | $155,188-39.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 19.30% | 95.91%-76.6pp | 85.11%-65.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $7,174 | $4,099+75.0% | $3,757+90.9% | $4,248+68.9% |
| Participant deferral / active EE | $6,762 | $6,893-1.9% | $6,388+5.9% | $6,531+3.5% |
| Admin fee / account holder | $29,672 | $12,327+140.7% | $11,730+153.0% | $14,480+104.9% |