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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 | $71,664 | $154,145-53.5% | $130,014-44.9% | $139,427-48.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.00% | 32.49%-18.5pp | -137.22%+151.2pp | 373.27%-359.3pp |
| Employer contribution / active EE | $8,157 | $5,290+54.2% | $4,320+88.8% | $4,752+71.7% |
| Participant deferral / active EE | $6,425 | $6,711-4.3% | $5,821+10.4% | $6,711-4.3% |
| Admin fee / account holder | $1,792 | $14,009-87.2% | $10,616-83.1% | $11,404-84.3% |