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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 | $59,627 | $211,288-71.8% | $178,540-66.6% | $145,884-59.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.94% | 30.27%-16.3pp | 27.15%-13.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $4,923 | $4,574+7.6% | $3,953+24.5% | $4,662+5.6% |
| Participant deferral / active EE | $12,057 | $6,967+73.1% | $6,281+92.0% | $6,690+80.2% |
| Admin fee / account holder | $1,188 | $12,105-90.2% | $10,424-88.6% | $13,392-91.1% |