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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 | $116,976 | $183,592-36.3% | $155,574-24.8% | $145,877-19.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.28% | 61.37%-48.1pp | 64.87%-51.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $4,926 | $5,317-7.3% | $4,676+5.4% | $4,663+5.6% |
| Participant deferral / active EE | $6,761 | $6,466+4.6% | $5,629+20.1% | $6,691+1.1% |
| Admin fee / account holder | $490 | $19,316-97.5% | $15,914-96.9% | $13,402-96.3% |