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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 | $113,369 | $168,636-32.8% | $147,618-23.2% | $125,388-9.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.20% | 77.65%-74.4pp | 61.98%-58.8pp | 282.24%-279.0pp |
| Employer contribution / active EE | $6,192 | $6,252-1.0% | $5,565+11.3% | $4,866+27.3% |
| Participant deferral / active EE | $8,923 | $5,507+62.0% | $4,895+82.3% | $5,352+66.7% |
| Admin fee / account holder | $403 | $13,580-97.0% | $11,612-96.5% | $9,541-95.8% |