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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 | $54,503 | $157,296-65.4% | $141,191-61.4% | $152,897-64.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.95% | 64.34%-41.4pp | 71.41%-48.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $6,094 | $5,262+15.8% | $4,736+28.7% | $4,764+27.9% |
| Participant deferral / active EE | $13,247 | $7,111+86.3% | $6,710+97.4% | $5,851+126.4% |
| Admin fee / account holder | $920 | $12,125-92.4% | $10,264-91.0% | $11,599-92.1% |