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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 | $65,977 | $110,410-40.2% | $102,437-35.6% | $145,897-54.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.70% | 24.85%-4.1pp | 24.95%-4.2pp | 552.29%-531.6pp |
| Employer contribution / active EE | $3,217 | $4,217-23.7% | $3,871-16.9% | $4,663-31.0% |
| Participant deferral / active EE | $12,167 | $5,622+116.4% | $5,060+140.4% | $6,689+81.9% |
| Admin fee / account holder | $726 | $9,745-92.5% | $8,388-91.3% | $13,390-94.6% |