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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 | $52,959 | $211,224-74.9% | $178,505-70.3% | $145,897-63.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.18% | 30.28%-10.1pp | 27.16%-7.0pp | 552.29%-532.1pp |
| Employer contribution / active EE | $5,496 | $4,577+20.1% | $3,955+39.0% | $4,663+17.9% |
| Participant deferral / active EE | $4,097 | $6,966-41.2% | $6,280-34.8% | $6,689-38.8% |
| Admin fee / account holder | $346 | $12,109-97.1% | $10,428-96.7% | $13,390-97.4% |