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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 | $65,420 | $185,312-64.7% | $161,489-59.5% | $154,746-57.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.99% | 103.84%-83.9pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,112 | $4,769-55.7% | $4,268-50.5% | $4,379-51.8% |
| Participant deferral / active EE | $10,550 | $6,350+66.1% | $5,630+87.4% | $6,730+56.8% |
| Admin fee / account holder | $770 | $18,654-95.9% | $16,006-95.2% | $14,365-94.6% |