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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 | $59,673 | $183,516-67.5% | $155,534-61.6% | $145,884-59.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.57% | 61.43%-50.9pp | 64.92%-54.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,335 | $5,315-56.1% | $4,675-50.1% | $4,662-49.9% |
| Participant deferral / active EE | $12,444 | $6,467+92.4% | $5,630+121.0% | $6,690+86.0% |
| Admin fee / account holder | $474 | $19,293-97.5% | $15,900-97.0% | $13,392-96.5% |