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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 | $72,766 | $166,020-56.2% | $164,866-55.9% | $145,959-50.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.18% | 100.08%-87.9pp | 69.97%-57.8pp | 561.95%-549.8pp |
| Employer contribution / active EE | $5,161 | $5,275-2.2% | $4,343+18.8% | $4,661+10.7% |
| Participant deferral / active EE | $5,649 | $6,961-18.9% | $6,033-6.4% | $6,689-15.5% |
| Admin fee / account holder | $943 | $16,644-94.3% | $12,689-92.6% | $13,398-93.0% |