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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 | $62,656 | $114,119-45.1% | $107,187-41.5% | $138,895-54.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.52% | 273.21%-257.7pp | 204.55%-189.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $3,759 | $4,059-7.4% | $3,782-0.6% | $4,194-10.4% |
| Participant deferral / active EE | $5,858 | $5,538+5.8% | $5,096+15.0% | $6,396-8.4% |
| Admin fee / account holder | $330 | $10,024-96.7% | $9,162-96.4% | $12,562-97.4% |