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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 | $65,036 | $211,224-69.2% | $178,505-63.6% | $145,897-55.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.13% | 30.28%-15.2pp | 27.16%-12.0pp | 552.29%-537.2pp |
| Employer contribution / active EE | $17,779 | $4,577+288.5% | $3,955+349.5% | $4,663+281.3% |
| Participant deferral / active EE | $18,475 | $6,966+165.2% | $6,280+194.2% | $6,689+176.2% |
| Admin fee / account holder | $474 | $12,109-96.1% | $10,428-95.5% | $13,390-96.5% |