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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 | $103,580 | $157,296-34.1% | $141,191-26.6% | $152,897-32.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.33% | 64.34%-40.0pp | 71.41%-47.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $6,566 | $5,262+24.8% | $4,736+38.6% | $4,764+37.8% |
| Participant deferral / active EE | $14,416 | $7,111+102.7% | $6,710+114.8% | $5,851+146.4% |
| Admin fee / account holder | $571 | $12,125-95.3% | $10,264-94.4% | $11,599-95.1% |