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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 | $59,896 | $157,296-61.9% | $141,191-57.6% | $152,897-60.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.30% | 64.34%-45.0pp | 71.41%-52.1pp | 345.43%-326.1pp |
| Employer contribution / active EE | $6,802 | $5,262+29.3% | $4,736+43.6% | $4,764+42.8% |
| Participant deferral / active EE | $6,359 | $7,111-10.6% | $6,710-5.2% | $5,851+8.7% |
| Admin fee / account holder | $339 | $12,125-97.2% | $10,264-96.7% | $11,599-97.1% |