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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 | $61,731 | $183,539-66.4% | $155,556-60.3% | $145,897-57.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.03% | 61.31%-45.3pp | 64.84%-48.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $6,292 | $5,315+18.4% | $4,675+34.6% | $4,663+35.0% |
| Participant deferral / active EE | $5,418 | $6,467-16.2% | $5,631-3.8% | $6,689-19.0% |
| Admin fee / account holder | $2,279 | $19,275-88.2% | $15,885-85.7% | $13,390-83.0% |