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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 | $83,899 | $227,597-63.1% | $189,575-55.7% | $167,536-49.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 22.30% | 78.44%-56.1pp | 64.19%-41.9pp | 478.82%-456.5pp |
| Employer contribution / active EE | $3,232 | $5,316-39.2% | $4,412-26.7% | $4,839-33.2% |
| Participant deferral / active EE | $17,917 | $7,002+155.9% | $6,174+190.2% | $6,342+182.5% |
| Admin fee / account holder | $994 | $11,877-91.6% | $9,806-89.9% | $12,315-91.9% |