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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 | $55,819 | $183,539-69.6% | $155,556-64.1% | $145,897-61.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.39% | 61.31%-36.9pp | 64.84%-40.4pp | 552.29%-527.9pp |
| Employer contribution / active EE | $2,007 | $5,315-62.2% | $4,675-57.1% | $4,663-57.0% |
| Participant deferral / active EE | $2,370 | $6,467-63.4% | $5,631-57.9% | $6,689-64.6% |
| Admin fee / account holder | $398 | $19,275-97.9% | $15,885-97.5% | $13,390-97.0% |