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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 | $55,269 | $157,276-64.9% | $141,177-60.9% | $152,885-63.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.23% | 64.33%-44.1pp | 71.40%-51.2pp | 345.39%-325.2pp |
| Employer contribution / active EE | $5,028 | $5,262-4.4% | $4,736+6.2% | $4,763+5.6% |
| Participant deferral / active EE | $12,115 | $7,110+70.4% | $6,710+80.5% | $5,851+107.1% |
| Admin fee / account holder | $1,162 | $12,123-90.4% | $10,263-88.7% | $11,598-90.0% |