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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 | $98,292 | $157,304-37.5% | $141,197-30.4% | $152,909-35.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.84% | 64.34%-37.5pp | 71.41%-44.6pp | 345.46%-318.6pp |
| Employer contribution / active EE | $3,092 | $5,263-41.3% | $4,736-34.7% | $4,764-35.1% |
| Participant deferral / active EE | $14,433 | $7,111+103.0% | $6,710+115.1% | $5,851+146.7% |
| Admin fee / account holder | $786 | $12,126-93.5% | $10,265-92.3% | $11,601-93.2% |