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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 | $103,384 | $157,276-34.3% | $141,177-26.8% | $152,885-32.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.79% | 64.33%-43.5pp | 71.40%-50.6pp | 345.39%-324.6pp |
| Employer contribution / active EE | $4,284 | $5,262-18.6% | $4,736-9.5% | $4,763-10.1% |
| Participant deferral / active EE | $8,822 | $7,110+24.1% | $6,710+31.5% | $5,851+50.8% |
| Admin fee / account holder | $598 | $12,123-95.1% | $10,263-94.2% | $11,598-94.8% |