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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 | $104,375 | $157,296-33.6% | $141,191-26.1% | $152,897-31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.19% | 64.34%-48.2pp | 71.41%-55.2pp | 345.43%-329.2pp |
| Employer contribution / active EE | $18,630 | $5,262+254.0% | $4,736+293.4% | $4,764+291.1% |
| Participant deferral / active EE | $12,200 | $7,111+71.6% | $6,710+81.8% | $5,851+108.5% |
| Admin fee / account holder | $602 | $12,125-95.0% | $10,264-94.1% | $11,599-94.8% |