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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 | $64,100 | $227,566-71.8% | $189,558-66.2% | $167,518-61.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 9.62% | 78.43%-68.8pp | 64.19%-54.6pp | 478.71%-469.1pp |
| Employer contribution / active EE | $3,970 | $5,316-25.3% | $4,412-10.0% | $4,838-17.9% |
| Participant deferral / active EE | $5,198 | $7,002-25.8% | $6,174-15.8% | $6,342-18.0% |
| Admin fee / account holder | $530 | $11,881-95.5% | $9,809-94.6% | $12,312-95.7% |