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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 | $68,970 | $148,629-53.6% | $135,982-49.3% | $139,487-50.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.06% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.8pp |
| Employer contribution / active EE | $2,437 | $5,247-53.6% | $4,859-49.9% | $4,755-48.8% |
| Participant deferral / active EE | $13,265 | $8,102+63.7% | $7,760+70.9% | $6,713+97.6% |
| Admin fee / account holder | $612 | $12,406-95.1% | $10,767-94.3% | $11,407-94.6% |