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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 | $73,227 | $157,304-53.4% | $141,197-48.1% | $152,909-52.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.69% | 64.34%-38.7pp | 71.41%-45.7pp | 345.46%-319.8pp |
| Employer contribution / active EE | $5,447 | $5,263+3.5% | $4,736+15.0% | $4,764+14.3% |
| Participant deferral / active EE | $10,400 | $7,111+46.2% | $6,710+55.0% | $5,851+77.7% |
| Admin fee / account holder | $304 | $12,126-97.5% | $10,265-97.0% | $11,601-97.4% |