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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 | $67,980 | $148,623-54.3% | $135,974-50.0% | $139,466-51.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.34% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.3pp |
| Employer contribution / active EE | $3,200 | $5,246-39.0% | $4,859-34.1% | $4,754-32.7% |
| Participant deferral / active EE | $21,762 | $8,103+168.6% | $7,760+180.4% | $6,712+224.2% |
| Admin fee / account holder | $500 | $12,406-96.0% | $10,767-95.4% | $11,409-95.6% |