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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 | $53,409 | $157,304-66.0% | $141,197-62.2% | $152,909-65.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.45% | 64.34%-40.9pp | 71.41%-48.0pp | 345.46%-322.0pp |
| Employer contribution / active EE | $4,144 | $5,263-21.3% | $4,736-12.5% | $4,764-13.0% |
| Participant deferral / active EE | $8,031 | $7,111+12.9% | $6,710+19.7% | $5,851+37.3% |
| Admin fee / account holder | $791 | $12,126-93.5% | $10,265-92.3% | $11,601-93.2% |