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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 | $63,124 | $183,592-65.6% | $155,574-59.4% | $145,877-56.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.72% | 61.37%-40.7pp | 64.87%-44.1pp | 551.28%-530.6pp |
| Employer contribution / active EE | $3,433 | $5,317-35.4% | $4,676-26.6% | $4,663-26.4% |
| Participant deferral / active EE | $11,154 | $6,466+72.5% | $5,629+98.1% | $6,691+66.7% |
| Admin fee / account holder | $306 | $19,316-98.4% | $15,914-98.1% | $13,402-97.7% |