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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 | $75,939 | $157,304-51.7% | $141,197-46.2% | $152,909-50.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.64% | 64.34%-43.7pp | 71.41%-50.8pp | 345.46%-324.8pp |
| Employer contribution / active EE | $2,196 | $5,263-58.3% | $4,736-53.6% | $4,764-53.9% |
| Participant deferral / active EE | $13,849 | $7,111+94.8% | $6,710+106.4% | $5,851+136.7% |
| Admin fee / account holder | $585 | $12,126-95.2% | $10,265-94.3% | $11,601-95.0% |