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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 | $96,371 | $157,304-38.7% | $141,197-31.7% | $152,909-37.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.38% | 64.34%-49.0pp | 71.41%-56.0pp | 345.46%-330.1pp |
| Employer contribution / active EE | $3,851 | $5,263-26.8% | $4,736-18.7% | $4,764-19.2% |
| Participant deferral / active EE | $10,510 | $7,111+47.8% | $6,710+56.6% | $5,851+79.6% |
| Admin fee / account holder | $399 | $12,126-96.7% | $10,265-96.1% | $11,601-96.6% |