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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 | $118,614 | $185,883-36.2% | $170,043-30.2% | $139,466-15.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.38% | 60.54%-43.2pp | 53.40%-36.0pp | 373.66%-356.3pp |
| Employer contribution / active EE | $5,024 | $7,596-33.9% | $6,790-26.0% | $4,754+5.7% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $306 | $15,393-98.0% | $12,824-97.6% | $11,409-97.3% |