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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 | $114,884 | $183,516-37.4% | $155,534-26.1% | $145,884-21.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.76% | 61.43%-40.7pp | 64.92%-44.2pp | 551.85%-531.1pp |
| Employer contribution / active EE | $5,622 | $5,315+5.8% | $4,675+20.3% | $4,662+20.6% |
| Participant deferral / active EE | $3,722 | $6,467-42.4% | $5,630-33.9% | $6,690-44.4% |
| Admin fee / account holder | $575 | $19,293-97.0% | $15,900-96.4% | $13,392-95.7% |