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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 | $66,646 | $162,136-58.9% | $152,301-56.2% | $154,746-56.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.78% | 91.02%-69.2pp | 80.50%-58.7pp | 172.34%-150.6pp |
| Employer contribution / active EE | $13,605 | $4,890+178.2% | $4,624+194.2% | $4,379+210.7% |
| Participant deferral / active EE | $6,474 | $8,341-22.4% | $8,004-19.1% | $6,730-3.8% |
| Admin fee / account holder | $363 | $15,759-97.7% | $14,398-97.5% | $14,365-97.5% |