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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 | $78,933 | $157,296-49.8% | $141,191-44.1% | $152,897-48.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.26% | 64.34%-42.1pp | 71.41%-49.1pp | 345.43%-323.2pp |
| Employer contribution / active EE | $3,754 | $5,262-28.7% | $4,736-20.7% | $4,764-21.2% |
| Participant deferral / active EE | $7,491 | $7,111+5.4% | $6,710+11.6% | $5,851+28.0% |
| Admin fee / account holder | $460 | $12,125-96.2% | $10,264-95.5% | $11,599-96.0% |