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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 | $73,340 | $157,304-53.4% | $141,197-48.1% | $152,909-52.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.32% | 64.34%-47.0pp | 71.41%-54.1pp | 345.46%-328.1pp |
| Employer contribution / active EE | $6,269 | $5,263+19.1% | $4,736+32.4% | $4,764+31.6% |
| Participant deferral / active EE | $6,960 | $7,111-2.1% | $6,710+3.7% | $5,851+19.0% |
| Admin fee / account holder | $906 | $12,126-92.5% | $10,265-91.2% | $11,601-92.2% |