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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 | $58,134 | $102,938-43.5% | $94,105-38.2% | $138,895-58.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 20.56% | 250.28%-229.7pp | 204.55%-184.0pp | 145.39%-124.8pp |
| Employer contribution / active EE | $3,442 | $2,732+26.0% | $2,504+37.4% | $4,194-17.9% |
| Participant deferral / active EE | $8,526 | $4,196+103.2% | $3,881+119.7% | $6,396+33.3% |
| Admin fee / account holder | $313 | $6,600-95.3% | $6,199-95.0% | $12,562-97.5% |