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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 | $63,867 | $165,361-61.4% | $149,715-57.3% | $158,950-59.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.80% | 348.24%-320.4pp | 276.66%-248.9pp | 302.91%-275.1pp |
| Employer contribution / active EE | $3,600 | $5,103-29.5% | $4,645-22.5% | $4,762-24.4% |
| Participant deferral / active EE | $13,416 | $7,182+86.8% | $6,842+96.1% | $5,983+124.2% |
| Admin fee / account holder | $351 | $10,808-96.8% | $9,310-96.2% | $11,248-96.9% |