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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 | $79,245 | $148,623-46.7% | $135,974-41.7% | $139,466-43.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.21% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.5pp |
| Employer contribution / active EE | $2,700 | $5,246-48.5% | $4,859-44.4% | $4,754-43.2% |
| Participant deferral / active EE | $13,955 | $8,103+72.2% | $7,760+79.8% | $6,712+107.9% |
| Admin fee / account holder | $598 | $12,406-95.2% | $10,767-94.4% | $11,409-94.8% |