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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 | $111,869 | $157,276-28.9% | $141,177-20.8% | $152,885-26.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.89% | 64.33%-35.4pp | 71.40%-42.5pp | 345.39%-316.5pp |
| Employer contribution / active EE | $1,633 | $5,262-69.0% | $4,736-65.5% | $4,763-65.7% |
| Participant deferral / active EE | $10,730 | $7,110+50.9% | $6,710+59.9% | $5,851+83.4% |
| Admin fee / account holder | $517 | $12,123-95.7% | $10,263-95.0% | $11,598-95.5% |