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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 | $85,086 | $157,276-45.9% | $141,177-39.7% | $152,885-44.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.97% | 64.33%-44.4pp | 71.40%-51.4pp | 345.39%-325.4pp |
| Employer contribution / active EE | $2,240 | $5,262-57.4% | $4,736-52.7% | $4,763-53.0% |
| Participant deferral / active EE | $6,740 | $7,110-5.2% | $6,710+0.4% | $5,851+15.2% |
| Admin fee / account holder | $524 | $12,123-95.7% | $10,263-94.9% | $11,598-95.5% |