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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 | $69,418 | $183,539-62.2% | $155,556-55.4% | $145,897-52.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.71% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,293 | $5,315-75.7% | $4,675-72.3% | $4,663-72.3% |
| Participant deferral / active EE | $3,400 | $6,467-47.4% | $5,631-39.6% | $6,689-49.2% |
| Admin fee / account holder | $539 | $19,275-97.2% | $15,885-96.6% | $13,390-96.0% |