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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 | $67,622 | $211,224-68.0% | $178,505-62.1% | $145,897-53.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.71% | 30.28%-17.6pp | 27.16%-14.4pp | 552.29%-539.6pp |
| Employer contribution / active EE | $4,255 | $4,577-7.0% | $3,955+7.6% | $4,663-8.8% |
| Participant deferral / active EE | $13,401 | $6,966+92.4% | $6,280+113.4% | $6,689+100.3% |
| Admin fee / account holder | $464 | $12,109-96.2% | $10,428-95.6% | $13,390-96.5% |