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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 | $61,824 | $183,516-66.3% | $155,534-60.3% | $145,884-57.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.20% | 61.43%-45.2pp | 64.92%-48.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,618 | $5,315-69.6% | $4,675-65.4% | $4,662-65.3% |
| Participant deferral / active EE | $7,304 | $6,467+12.9% | $5,630+29.7% | $6,690+9.2% |
| Admin fee / account holder | $1,242 | $19,293-93.6% | $15,900-92.2% | $13,392-90.7% |