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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 | $58,619 | $132,634-55.8% | $115,768-49.4% | $137,256-57.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.20% | 160.70%-144.5pp | 100.46%-84.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,158 | $3,360-6.0% | $2,940+7.4% | $4,156-24.0% |
| Participant deferral / active EE | $15,379 | $5,619+173.7% | $4,917+212.8% | $6,407+140.0% |
| Admin fee / account holder | $978 | $15,028-93.5% | $12,439-92.1% | $12,270-92.0% |