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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 | $54,905 | $183,516-70.1% | $155,534-64.7% | $145,884-62.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $3,758 | $5,315-29.3% | $4,675-19.6% | $4,662-19.4% |
| Participant deferral / active EE | $4,969 | $6,467-23.2% | $5,630-11.8% | $6,690-25.7% |
| Admin fee / account holder | $892 | $19,293-95.4% | $15,900-94.4% | $13,392-93.3% |