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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 | $90,066 | $211,224-57.4% | $178,505-49.5% | $145,897-38.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.17% | 30.28%-19.1pp | 27.16%-16.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $5,584 | $4,577+22.0% | $3,955+41.2% | $4,663+19.8% |
| Participant deferral / active EE | $13,867 | $6,966+99.1% | $6,280+120.8% | $6,689+107.3% |
| Admin fee / account holder | $575 | $12,109-95.3% | $10,428-94.5% | $13,390-95.7% |