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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 | $211,288-69.2% | $178,540-63.6% | $145,884-55.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.44% | 30.27%-17.8pp | 27.15%-14.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $5,063 | $4,574+10.7% | $3,953+28.1% | $4,662+8.6% |
| Participant deferral / active EE | $8,593 | $6,967+23.3% | $6,281+36.8% | $6,690+28.5% |
| Admin fee / account holder | $635 | $12,105-94.8% | $10,424-93.9% | $13,392-95.3% |