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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 | $70,562 | $148,629-52.5% | $135,982-48.1% | $139,487-49.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.67% | 79.33%-58.7pp | 68.32%-47.7pp | 373.84%-353.2pp |
| Employer contribution / active EE | $5,872 | $5,247+11.9% | $4,859+20.8% | $4,755+23.5% |
| Participant deferral / active EE | $17,079 | $8,102+110.8% | $7,760+120.1% | $6,713+154.4% |
| Admin fee / account holder | $382 | $12,406-96.9% | $10,767-96.5% | $11,407-96.7% |