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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 | $71,877 | $183,539-60.8% | $155,556-53.8% | $145,897-50.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.54% | 61.31%-48.8pp | 64.84%-52.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $4,694 | $5,315-11.7% | $4,675+0.4% | $4,663+0.7% |
| Participant deferral / active EE | $5,491 | $6,467-15.1% | $5,631-2.5% | $6,689-17.9% |
| Admin fee / account holder | $603 | $19,275-96.9% | $15,885-96.2% | $13,390-95.5% |