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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 | $20,215 | $183,592-89.0% | $155,574-87.0% | $145,877-86.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $5,706 | $5,317+7.3% | $4,676+22.0% | $4,663+22.4% |
| Participant deferral / active EE | $3,653 | $6,466-43.5% | $5,629-35.1% | $6,691-45.4% |
| Admin fee / account holder | $954 | $19,316-95.1% | $15,914-94.0% | $13,402-92.9% |