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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 | $92,080 | $157,276-41.5% | $141,177-34.8% | $152,885-39.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.16% | 64.33%-34.2pp | 71.40%-41.2pp | 345.39%-315.2pp |
| Employer contribution / active EE | $3,370 | $5,262-36.0% | $4,736-28.8% | $4,763-29.3% |
| Participant deferral / active EE | $6,322 | $7,110-11.1% | $6,710-5.8% | $5,851+8.1% |
| Admin fee / account holder | $309 | $12,123-97.5% | $10,263-97.0% | $11,598-97.3% |