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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 | $61,190 | $157,304-61.1% | $141,197-56.7% | $152,909-60.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.98% | 64.34%-39.4pp | 71.41%-46.4pp | 345.46%-320.5pp |
| Employer contribution / active EE | $5,084 | $5,263-3.4% | $4,736+7.3% | $4,764+6.7% |
| Participant deferral / active EE | $9,065 | $7,111+27.5% | $6,710+35.1% | $5,851+54.9% |
| Admin fee / account holder | $1,028 | $12,126-91.5% | $10,265-90.0% | $11,601-91.1% |