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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 | $69,772 | $227,399-69.3% | $189,758-63.2% | $198,609-64.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.56% | 61.03%-42.5pp | 52.62%-34.1pp | 202.70%-184.1pp |
| Employer contribution / active EE | $3,290 | $5,526-40.5% | $4,767-31.0% | $5,055-34.9% |
| Participant deferral / active EE | $5,760 | $6,837-15.7% | $5,856-1.6% | $6,977-17.4% |
| Admin fee / account holder | $368 | $25,162-98.5% | $20,388-98.2% | $19,030-98.1% |