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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 | $154,209-53.5% | $130,062-44.9% | $139,487-48.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.00% | 32.52%-18.5pp | -137.37%+151.4pp | 373.84%-359.8pp |
| Employer contribution / active EE | $8,157 | $5,292+54.1% | $4,322+88.7% | $4,755+71.6% |
| Participant deferral / active EE | $6,425 | $6,709-4.2% | $5,821+10.4% | $6,713-4.3% |
| Admin fee / account holder | $1,792 | $13,988-87.2% | $10,601-83.1% | $11,407-84.3% |