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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 | $43,880 | $157,276-72.1% | $141,177-68.9% | $152,885-71.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.25% | 64.33%-42.1pp | 71.40%-49.2pp | 345.39%-323.1pp |
| Employer contribution / active EE | $5,307 | $5,262+0.9% | $4,736+12.1% | $4,763+11.4% |
| Participant deferral / active EE | $7,928 | $7,110+11.5% | $6,710+18.2% | $5,851+35.5% |
| Admin fee / account holder | $1,575 | $12,123-87.0% | $10,263-84.7% | $11,598-86.4% |