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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 | $107,216 | $152,619-29.7% | $125,195-14.4% | $152,909-29.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.22% | 54.85%-33.6pp | 43.79%-22.6pp | 345.46%-324.2pp |
| Employer contribution / active EE | $4,127 | $4,947-16.6% | $3,866+6.8% | $4,764-13.4% |
| Participant deferral / active EE | $9,295 | $5,869+58.4% | $4,937+88.3% | $5,851+58.8% |
| Admin fee / account holder | $423 | $13,437-96.9% | $9,704-95.6% | $11,601-96.4% |