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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 | $63,516 | $183,516-65.4% | $155,534-59.2% | $145,884-56.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.54% | 61.43%-43.9pp | 64.92%-47.4pp | 551.85%-534.3pp |
| Employer contribution / active EE | $8,610 | $5,315+62.0% | $4,675+84.2% | $4,662+84.7% |
| Participant deferral / active EE | $3,833 | $6,467-40.7% | $5,630-31.9% | $6,690-42.7% |
| Admin fee / account holder | $540 | $19,293-97.2% | $15,900-96.6% | $13,392-96.0% |