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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 | $82,235 | $157,276-47.7% | $141,177-41.8% | $152,885-46.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.89% | 64.33%-43.4pp | 71.40%-50.5pp | 345.39%-324.5pp |
| Employer contribution / active EE | $4,634 | $5,262-11.9% | $4,736-2.1% | $4,763-2.7% |
| Participant deferral / active EE | $16,164 | $7,110+127.3% | $6,710+140.9% | $5,851+176.3% |
| Admin fee / account holder | $613 | $12,123-94.9% | $10,263-94.0% | $11,598-94.7% |