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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 | $211,239-57.4% | $178,528-49.6% | $145,877-38.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.17% | 30.22%-19.1pp | 27.11%-15.9pp | 551.28%-540.1pp |
| Employer contribution / active EE | $5,584 | $4,570+22.2% | $3,950+41.3% | $4,663+19.7% |
| Participant deferral / active EE | $13,867 | $6,963+99.2% | $6,278+120.9% | $6,691+107.3% |
| Admin fee / account holder | $575 | $12,095-95.2% | $10,419-94.5% | $13,402-95.7% |