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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 | $50,905 | $185,312-72.5% | $161,489-68.5% | $154,746-67.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.93% | 103.84%-82.9pp | 89.72%-68.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,029 | $4,769-78.4% | $4,268-75.9% | $4,379-76.5% |
| Participant deferral / active EE | $6,774 | $6,350+6.7% | $5,630+20.3% | $6,730+0.6% |
| Admin fee / account holder | $341 | $18,654-98.2% | $16,006-97.9% | $14,365-97.6% |