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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 | $78,662 | $162,136-51.5% | $152,301-48.4% | $154,746-49.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.85% | 91.02%-67.2pp | 80.50%-56.6pp | 172.34%-148.5pp |
| Employer contribution / active EE | $2,921 | $4,890-40.3% | $4,624-36.8% | $4,379-33.3% |
| Participant deferral / active EE | $30,404 | $8,341+264.5% | $8,004+279.9% | $6,730+351.7% |
| Admin fee / account holder | $419 | $15,759-97.3% | $14,398-97.1% | $14,365-97.1% |