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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 | $71,647 | $157,304-54.5% | $141,197-49.3% | $152,909-53.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 22.46% | 64.34%-41.9pp | 71.41%-48.9pp | 345.46%-323.0pp |
| Employer contribution / active EE | $3,393 | $5,263-35.5% | $4,736-28.4% | $4,764-28.8% |
| Participant deferral / active EE | $8,601 | $7,111+20.9% | $6,710+28.2% | $5,851+47.0% |
| Admin fee / account holder | $601 | $12,126-95.0% | $10,265-94.1% | $11,601-94.8% |