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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 | $60,142 | $157,304-61.8% | $141,197-57.4% | $152,909-60.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.41% | 64.34%-38.9pp | 71.41%-46.0pp | 345.46%-320.1pp |
| Employer contribution / active EE | $5,924 | $5,263+12.6% | $4,736+25.1% | $4,764+24.4% |
| Participant deferral / active EE | $9,226 | $7,111+29.7% | $6,710+37.5% | $5,851+57.7% |
| Admin fee / account holder | $390 | $12,126-96.8% | $10,265-96.2% | $11,601-96.6% |