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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 | $63,584 | $183,539-65.4% | $155,556-59.1% | $145,897-56.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.84% | 61.31%-46.5pp | 64.84%-50.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,053 | $5,315-42.6% | $4,675-34.7% | $4,663-34.5% |
| Participant deferral / active EE | $6,940 | $6,467+7.3% | $5,631+23.2% | $6,689+3.7% |
| Admin fee / account holder | $636 | $19,275-96.7% | $15,885-96.0% | $13,390-95.2% |