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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 | $68,639 | $289,211-76.3% | $260,467-73.6% | $198,609-65.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 22.22% | 112.90%-90.7pp | 100.60%-78.4pp | 202.70%-180.5pp |
| Employer contribution / active EE | $5,167 | $4,663+10.8% | $4,239+21.9% | $5,055+2.2% |
| Participant deferral / active EE | $9,312 | $6,812+36.7% | $6,319+47.4% | $6,977+33.5% |
| Admin fee / account holder | $461 | $16,236-97.2% | $15,461-97.0% | $19,030-97.6% |