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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 | $56,527 | $157,276-64.1% | $141,177-60.0% | $152,885-63.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.04% | 64.33%-48.3pp | 71.40%-55.4pp | 345.39%-329.3pp |
| Employer contribution / active EE | $4,951 | $5,262-5.9% | $4,736+4.6% | $4,763+4.0% |
| Participant deferral / active EE | $6,912 | $7,110-2.8% | $6,710+3.0% | $5,851+18.1% |
| Admin fee / account holder | $10,210 | $12,123-15.8% | $10,263-0.5% | $11,598-12.0% |