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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 | $75,939 | $172,111-55.9% | $150,298-49.5% | $137,256-44.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.36% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $4,561 | $4,636-1.6% | $4,154+9.8% | $4,156+9.7% |
| Participant deferral / active EE | $12,624 | $6,166+104.7% | $5,453+131.5% | $6,407+97.0% |
| Admin fee / account holder | $514 | $16,471-96.9% | $14,116-96.4% | $12,270-95.8% |