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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 | $86,572 | $157,296-45.0% | $141,191-38.7% | $152,897-43.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.04% | 64.34%-41.3pp | 71.41%-48.4pp | 345.43%-322.4pp |
| Employer contribution / active EE | $3,979 | $5,262-24.4% | $4,736-16.0% | $4,764-16.5% |
| Participant deferral / active EE | $28,300 | $7,111+298.0% | $6,710+321.8% | $5,851+383.7% |
| Admin fee / account holder | $421 | $12,125-96.5% | $10,264-95.9% | $11,599-96.4% |