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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 | $45,704 | $148,629-69.2% | $135,982-66.4% | $139,487-67.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.61% | 79.33%-61.7pp | 68.32%-50.7pp | 373.84%-356.2pp |
| Employer contribution / active EE | $16,976 | $5,247+223.6% | $4,859+249.4% | $4,755+257.0% |
| Participant deferral / active EE | $6,084 | $8,102-24.9% | $7,760-21.6% | $6,713-9.4% |
| Admin fee / account holder | $646 | $12,406-94.8% | $10,767-94.0% | $11,407-94.3% |