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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 | $67,673 | $157,296-57.0% | $141,191-52.1% | $152,897-55.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.50% | 64.34%-41.8pp | 71.41%-48.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $7,940 | $5,262+50.9% | $4,736+67.7% | $4,764+66.7% |
| Participant deferral / active EE | $4,527 | $7,111-36.3% | $6,710-32.5% | $5,851-22.6% |
| Admin fee / account holder | $365 | $12,125-97.0% | $10,264-96.4% | $11,599-96.9% |