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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 | $56,606 | $157,304-64.0% | $141,197-59.9% | $152,909-63.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 40.34% | 64.34%-24.0pp | 71.41%-31.1pp | 345.46%-305.1pp |
| Employer contribution / active EE | $5,331 | $5,263+1.3% | $4,736+12.6% | $4,764+11.9% |
| Participant deferral / active EE | $3,135 | $7,111-55.9% | $6,710-53.3% | $5,851-46.4% |
| Admin fee / account holder | $613 | $12,126-94.9% | $10,265-94.0% | $11,601-94.7% |