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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 | $61,978 | $183,539-66.2% | $155,556-60.2% | $145,897-57.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.18% | 61.31%-48.1pp | 64.84%-51.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,565 | $5,315-32.9% | $4,675-23.8% | $4,663-23.5% |
| Participant deferral / active EE | $9,732 | $6,467+50.5% | $5,631+72.8% | $6,689+45.5% |
| Admin fee / account holder | $1,117 | $19,275-94.2% | $15,885-93.0% | $13,390-91.7% |