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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 | $53,086 | $157,276-66.2% | $141,177-62.4% | $152,885-65.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.75% | 64.33%-33.6pp | 71.40%-40.7pp | 345.39%-314.6pp |
| Employer contribution / active EE | $4,549 | $5,262-13.5% | $4,736-3.9% | $4,763-4.5% |
| Participant deferral / active EE | $3,707 | $7,110-47.9% | $6,710-44.8% | $5,851-36.6% |
| Admin fee / account holder | $630 | $12,123-94.8% | $10,263-93.9% | $11,598-94.6% |