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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 | $181,062-61.8% | $158,223-56.3% | $155,188-55.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.31% | 57.39%-35.1pp | 52.09%-29.8pp | 148.84%-126.5pp |
| Employer contribution / active EE | $16,680 | $4,565+265.4% | $4,109+305.9% | $4,248+292.7% |
| Participant deferral / active EE | $6,578 | $6,134+7.2% | $5,467+20.3% | $6,531+0.7% |
| Admin fee / account holder | $518 | $18,825-97.3% | $16,047-96.8% | $14,480-96.4% |