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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 | $68,150 | $157,304-56.7% | $141,197-51.7% | $152,909-55.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.62% | 64.34%-41.7pp | 71.41%-48.8pp | 345.46%-322.8pp |
| Employer contribution / active EE | $3,976 | $5,263-24.4% | $4,736-16.0% | $4,764-16.5% |
| Participant deferral / active EE | $8,457 | $7,111+18.9% | $6,710+26.0% | $5,851+44.5% |
| Admin fee / account holder | $1,143 | $12,126-90.6% | $10,265-88.9% | $11,601-90.1% |