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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 | $87,859 | $166,131-47.1% | $164,975-46.7% | $145,877-39.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.91% | 100.37%-90.5pp | 70.12%-60.2pp | 551.28%-541.4pp |
| Employer contribution / active EE | $3,868 | $5,276-26.7% | $4,343-10.9% | $4,663-17.0% |
| Participant deferral / active EE | $19,008 | $6,962+173.0% | $6,033+215.0% | $6,691+184.1% |
| Admin fee / account holder | $699 | $16,648-95.8% | $12,688-94.5% | $13,402-94.8% |