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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 | $196,972-65.0% | $182,262-62.2% | $198,609-65.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.67% | 158.27%-140.6pp | 140.60%-122.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $6,396 | $5,364+19.2% | $5,046+26.8% | $5,055+26.5% |
| Participant deferral / active EE | $13,585 | $8,643+57.2% | $8,276+64.1% | $6,977+94.7% |
| Admin fee / account holder | $436 | $18,429-97.6% | $16,712-97.4% | $19,030-97.7% |