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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 | $58,619 | $142,354-58.8% | $125,529-53.3% | $155,188-62.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 16.20% | 306.06%-289.9pp | 202.56%-186.4pp | 148.84%-132.6pp |
| Employer contribution / active EE | $3,158 | $3,501-9.8% | $3,058+3.3% | $4,248-25.6% |
| Participant deferral / active EE | $15,379 | $5,491+180.1% | $4,813+219.6% | $6,531+135.5% |
| Admin fee / account holder | $978 | $19,392-95.0% | $16,298-94.0% | $14,480-93.2% |