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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 | $74,263 | $166,242-55.3% | $165,071-55.0% | $145,884-49.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.64% | 100.44%-83.8pp | 70.17%-53.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $2,562 | $5,283-51.5% | $4,347-41.1% | $4,662-45.0% |
| Participant deferral / active EE | $8,066 | $6,964+15.8% | $6,035+33.6% | $6,690+20.6% |
| Admin fee / account holder | $493 | $16,658-97.0% | $12,695-96.1% | $13,392-96.3% |