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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 | $57,684 | $157,296-63.3% | $141,191-59.1% | $152,897-62.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.36% | 64.34%-44.0pp | 71.41%-51.1pp | 345.43%-325.1pp |
| Employer contribution / active EE | $1,113 | $5,262-78.9% | $4,736-76.5% | $4,764-76.6% |
| Participant deferral / active EE | $24,500 | $7,111+244.5% | $6,710+265.1% | $5,851+318.7% |
| Admin fee / account holder | $382 | $12,125-96.9% | $10,264-96.3% | $11,599-96.7% |