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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 | $62,771 | $227,399-72.4% | $189,758-66.9% | $198,609-68.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 111.94% | 61.03%+50.9pp | 52.62%+59.3pp | 202.70%-90.8pp |
| Employer contribution / active EE | $2,319 | $5,526-58.0% | $4,767-51.4% | $5,055-54.1% |
| Participant deferral / active EE | $5,947 | $6,837-13.0% | $5,856+1.6% | $6,977-14.8% |
| Admin fee / account holder | $549 | $25,162-97.8% | $20,388-97.3% | $19,030-97.1% |