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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 | $53,809 | $225,673-76.2% | $203,872-73.6% | $155,188-65.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 20.05% | 95.91%-75.9pp | 85.11%-65.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $2,698 | $4,099-34.2% | $3,757-28.2% | $4,248-36.5% |
| Participant deferral / active EE | $8,046 | $6,893+16.7% | $6,388+26.0% | $6,531+23.2% |
| Admin fee / account holder | $316 | $12,327-97.4% | $11,730-97.3% | $14,480-97.8% |