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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 | $69,113 | $185,312-62.7% | $161,489-57.2% | $154,746-55.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.31% | 103.84%-81.5pp | 89.72%-67.4pp | 172.34%-150.0pp |
| Employer contribution / active EE | $16,680 | $4,769+249.7% | $4,268+290.8% | $4,379+280.9% |
| Participant deferral / active EE | $6,578 | $6,350+3.6% | $5,630+16.8% | $6,730-2.3% |
| Admin fee / account holder | $518 | $18,654-97.2% | $16,006-96.8% | $14,365-96.4% |