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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 | $80,810 | $157,304-48.6% | $141,197-42.8% | $152,909-47.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.50% | 64.34%-37.8pp | 71.41%-44.9pp | 345.46%-319.0pp |
| Employer contribution / active EE | $3,747 | $5,263-28.8% | $4,736-20.9% | $4,764-21.3% |
| Participant deferral / active EE | $11,796 | $7,111+65.9% | $6,710+75.8% | $5,851+101.6% |
| Admin fee / account holder | $699 | $12,126-94.2% | $10,265-93.2% | $11,601-94.0% |