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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 | $56,991 | $162,136-64.8% | $152,301-62.6% | $154,746-63.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.95% | 91.02%-72.1pp | 80.50%-61.5pp | 172.34%-153.4pp |
| Employer contribution / active EE | $3,989 | $4,890-18.4% | $4,624-13.7% | $4,379-8.9% |
| Participant deferral / active EE | $21,282 | $8,341+155.2% | $8,004+165.9% | $6,730+216.2% |
| Admin fee / account holder | $565 | $15,759-96.4% | $14,398-96.1% | $14,365-96.1% |