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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 | $62,563 | $157,304-60.2% | $141,197-55.7% | $152,909-59.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.25% | 64.34%-42.1pp | 71.41%-49.2pp | 345.46%-323.2pp |
| Employer contribution / active EE | $3,205 | $5,263-39.1% | $4,736-32.3% | $4,764-32.7% |
| Participant deferral / active EE | $9,918 | $7,111+39.5% | $6,710+47.8% | $5,851+69.5% |
| Admin fee / account holder | $516 | $12,126-95.7% | $10,265-95.0% | $11,601-95.6% |