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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 | $64,559 | $166,131-61.1% | $164,975-60.9% | $145,877-55.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.27% | 100.37%-84.1pp | 70.12%-53.9pp | 551.28%-535.0pp |
| Employer contribution / active EE | $4,667 | $5,276-11.5% | $4,343+7.5% | $4,663+0.1% |
| Participant deferral / active EE | $7,895 | $6,962+13.4% | $6,033+30.9% | $6,691+18.0% |
| Admin fee / account holder | $916 | $16,648-94.5% | $12,688-92.8% | $13,402-93.2% |