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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 | $77,583 | $129,737-40.2% | $119,126-34.9% | $154,746-49.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 22.79% | 379.08%-356.3pp | 282.11%-259.3pp | 172.34%-149.5pp |
| Employer contribution / active EE | $5,977 | $4,375+36.6% | $4,034+48.2% | $4,379+36.5% |
| Participant deferral / active EE | $13,817 | $5,842+136.5% | $5,318+159.8% | $6,730+105.3% |
| Admin fee / account holder | $440 | $11,961-96.3% | $10,693-95.9% | $14,365-96.9% |