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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 | $55,703 | $157,304-64.6% | $141,197-60.5% | $152,909-63.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.23% | 64.34%-42.1pp | 71.41%-49.2pp | 345.46%-323.2pp |
| Employer contribution / active EE | $3,964 | $5,263-24.7% | $4,736-16.3% | $4,764-16.8% |
| Participant deferral / active EE | $8,143 | $7,111+14.5% | $6,710+21.3% | $5,851+39.2% |
| Admin fee / account holder | $464 | $12,126-96.2% | $10,265-95.5% | $11,601-96.0% |