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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 | $70,218 | $157,304-55.4% | $141,197-50.3% | $152,909-54.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.43% | 64.34%-42.9pp | 71.41%-50.0pp | 345.46%-324.0pp |
| Employer contribution / active EE | $5,029 | $5,263-4.4% | $4,736+6.2% | $4,764+5.6% |
| Participant deferral / active EE | $4,760 | $7,111-33.1% | $6,710-29.1% | $5,851-18.7% |
| Admin fee / account holder | $601 | $12,126-95.0% | $10,265-94.1% | $11,601-94.8% |