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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 | $65,063 | $211,239-69.2% | $178,528-63.6% | $145,877-55.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.44% | 30.22%-17.8pp | 27.11%-14.7pp | 551.28%-538.8pp |
| Employer contribution / active EE | $5,063 | $4,570+10.8% | $3,950+28.2% | $4,663+8.6% |
| Participant deferral / active EE | $8,593 | $6,963+23.4% | $6,278+36.9% | $6,691+28.4% |
| Admin fee / account holder | $635 | $12,095-94.8% | $10,419-93.9% | $13,402-95.3% |