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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 | $79,620 | $157,296-49.4% | $141,191-43.6% | $152,897-47.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.84% | 64.34%-49.5pp | 71.41%-56.6pp | 345.43%-330.6pp |
| Employer contribution / active EE | $1,926 | $5,262-63.4% | $4,736-59.3% | $4,764-59.6% |
| Participant deferral / active EE | $7,960 | $7,111+11.9% | $6,710+18.6% | $5,851+36.0% |
| Admin fee / account holder | $1,362 | $12,125-88.8% | $10,264-86.7% | $11,599-88.3% |