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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 | $70,907 | $132,099-46.3% | $115,599-38.7% | $138,895-48.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 23.06% | 176.76%-153.7pp | 111.10%-88.0pp | 145.39%-122.3pp |
| Employer contribution / active EE | $3,527 | $3,416+3.2% | $2,955+19.3% | $4,194-15.9% |
| Participant deferral / active EE | $12,725 | $5,617+126.5% | $4,889+160.2% | $6,396+98.9% |
| Admin fee / account holder | $438 | $15,650-97.2% | $12,841-96.6% | $12,562-96.5% |