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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 | $183,592-62.2% | $155,574-55.4% | $145,877-52.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.71% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,293 | $5,317-75.7% | $4,676-72.3% | $4,663-72.3% |
| Participant deferral / active EE | $3,400 | $6,466-47.4% | $5,629-39.6% | $6,691-49.2% |
| Admin fee / account holder | $539 | $19,316-97.2% | $15,914-96.6% | $13,402-96.0% |