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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 | $60,594 | $157,296-61.5% | $141,191-57.1% | $152,897-60.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.97% | 64.34%-48.4pp | 71.41%-55.4pp | 345.43%-329.5pp |
| Employer contribution / active EE | $4,002 | $5,262-23.9% | $4,736-15.5% | $4,764-16.0% |
| Participant deferral / active EE | $6,412 | $7,111-9.8% | $6,710-4.4% | $5,851+9.6% |
| Admin fee / account holder | $540 | $12,125-95.5% | $10,264-94.7% | $11,599-95.3% |