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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 | $75,273 | $142,409-47.1% | $119,634-37.1% | $134,545-44.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 20.09% | -12.46%+32.6pp | -14.98%+35.1pp | 418.37%-398.3pp |
| Employer contribution / active EE | $4,009 | $5,224-23.3% | $4,232-5.3% | $4,742-15.5% |
| Participant deferral / active EE | $4,722 | $6,468-27.0% | $5,601-15.7% | $6,401-26.2% |
| Admin fee / account holder | $394 | $13,594-97.1% | $10,329-96.2% | $11,431-96.6% |