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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 | $68,881 | $162,136-57.5% | $152,301-54.8% | $154,746-55.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.67% | 91.02%-73.4pp | 80.50%-62.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $6,396 | $4,890+30.8% | $4,624+38.3% | $4,379+46.1% |
| Participant deferral / active EE | $13,585 | $8,341+62.9% | $8,004+69.7% | $6,730+101.9% |
| Admin fee / account holder | $436 | $15,759-97.2% | $14,398-97.0% | $14,365-97.0% |