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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 | $30,927 | $165,361-81.3% | $149,715-79.3% | $158,950-80.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 32.79% | 348.24%-315.4pp | 276.66%-243.9pp | 302.91%-270.1pp |
| Employer contribution / active EE | $6,468 | $5,103+26.7% | $4,645+39.2% | $4,762+35.8% |
| Participant deferral / active EE | $11,857 | $7,182+65.1% | $6,842+73.3% | $5,983+98.2% |
| Admin fee / account holder | $564 | $10,808-94.8% | $9,310-93.9% | $11,248-95.0% |