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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 | $39,569 | $227,399-82.6% | $189,758-79.1% | $198,609-80.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 116.00% | 61.03%+55.0pp | 52.62%+63.4pp | 202.70%-86.7pp |
| Employer contribution / active EE | $5,302 | $5,526-4.1% | $4,767+11.2% | $5,055+4.9% |
| Participant deferral / active EE | $11,975 | $6,837+75.2% | $5,856+104.5% | $6,977+71.6% |
| Admin fee / account holder | $963 | $25,162-96.2% | $20,388-95.3% | $19,030-94.9% |