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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 | $87,524 | $157,296-44.4% | $141,191-38.0% | $152,897-42.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.04% | 64.34%-43.3pp | 71.41%-50.4pp | 345.43%-324.4pp |
| Employer contribution / active EE | $4,094 | $5,262-22.2% | $4,736-13.6% | $4,764-14.1% |
| Participant deferral / active EE | $17,799 | $7,111+150.3% | $6,710+165.3% | $5,851+204.2% |
| Admin fee / account holder | $339 | $12,125-97.2% | $10,264-96.7% | $11,599-97.1% |