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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 | $74,913 | $157,276-52.4% | $141,177-46.9% | $152,885-51.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.29% | 64.33%-47.0pp | 71.40%-54.1pp | 345.39%-328.1pp |
| Employer contribution / active EE | $24,106 | $5,262+358.1% | $4,736+409.0% | $4,763+406.1% |
| Participant deferral / active EE | $13,817 | $7,110+94.3% | $6,710+105.9% | $5,851+136.2% |
| Admin fee / account holder | $653 | $12,123-94.6% | $10,263-93.6% | $11,598-94.4% |