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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 | $65,858 | $209,336-68.5% | $197,124-66.6% | $137,256-52.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.43% | 48.09%-24.7pp | 44.34%-20.9pp | 220.34%-196.9pp |
| Employer contribution / active EE | $6,889 | $6,591+4.5% | $6,227+10.6% | $4,156+65.8% |
| Participant deferral / active EE | $17,532 | $9,614+82.4% | $9,135+91.9% | $6,407+173.6% |
| Admin fee / account holder | $356 | $17,308-97.9% | $16,298-97.8% | $12,270-97.1% |