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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 | $103,035 | $157,296-34.5% | $141,191-27.0% | $152,897-32.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.56% | 64.34%-47.8pp | 71.41%-54.8pp | 345.43%-328.9pp |
| Employer contribution / active EE | $2,850 | $5,262-45.8% | $4,736-39.8% | $4,764-40.2% |
| Participant deferral / active EE | $17,300 | $7,111+143.3% | $6,710+157.8% | $5,851+195.7% |
| Admin fee / account holder | $444 | $12,125-96.3% | $10,264-95.7% | $11,599-96.2% |