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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 | $42,036 | $157,304-73.3% | $141,197-70.2% | $152,909-72.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.90% | 64.34%-48.4pp | 71.41%-55.5pp | 345.46%-329.6pp |
| Employer contribution / active EE | $5,223 | $5,263-0.7% | $4,736+10.3% | $4,764+9.6% |
| Participant deferral / active EE | $12,667 | $7,111+78.1% | $6,710+88.8% | $5,851+116.5% |
| Admin fee / account holder | $458 | $12,126-96.2% | $10,265-95.5% | $11,601-96.1% |