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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 | $88,628 | $162,821-45.6% | $133,978-33.8% | $158,982-44.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.28% | 41.95%-23.7pp | 45.10%-26.8pp | 302.99%-284.7pp |
| Employer contribution / active EE | $5,401 | $4,976+8.5% | $3,919+37.8% | $4,763+13.4% |
| Participant deferral / active EE | $8,667 | $5,910+46.6% | $5,047+71.7% | $5,983+44.8% |
| Admin fee / account holder | $470 | $11,742-96.0% | $8,930-94.7% | $11,252-95.8% |