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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 | $44,088 | $168,635-73.9% | $147,617-70.1% | $125,389-64.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.44% | 77.65%-74.2pp | 61.98%-58.5pp | 282.24%-278.8pp |
| Employer contribution / active EE | $5,714 | $6,252-8.6% | $5,564+2.7% | $4,866+17.4% |
| Participant deferral / active EE | $5,833 | $5,507+5.9% | $4,895+19.2% | $5,352+9.0% |
| Admin fee / account holder | $333 | $13,580-97.5% | $11,612-97.1% | $9,541-96.5% |