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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 | $71,050 | $165,584-57.1% | $142,942-50.3% | $137,256-48.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 23.52% | 164.22%-140.7pp | 113.70%-90.2pp | 220.34%-196.8pp |
| Employer contribution / active EE | $4,746 | $4,725+0.4% | $4,139+14.6% | $4,156+14.2% |
| Participant deferral / active EE | $15,296 | $8,194+86.7% | $7,128+114.6% | $6,407+138.7% |
| Admin fee / account holder | $315 | $16,167-98.1% | $12,475-97.5% | $12,270-97.4% |