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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 | $91,518 | $162,136-43.6% | $152,301-39.9% | $154,746-40.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 66.32% | 91.02%-24.7pp | 80.50%-14.2pp | 172.34%-106.0pp |
| Employer contribution / active EE | $37,173 | $4,890+660.1% | $4,624+703.8% | $4,379+748.9% |
| Participant deferral / active EE | $12,791 | $8,341+53.3% | $8,004+59.8% | $6,730+90.0% |
| Admin fee / account holder | $318 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |