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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 | $66,441 | $162,136-59.0% | $152,301-56.4% | $154,746-57.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.01% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $7,731 | $4,890+58.1% | $4,624+67.2% | $4,379+76.5% |
| Participant deferral / active EE | $19,215 | $8,341+130.4% | $8,004+140.1% | $6,730+185.5% |
| Admin fee / account holder | $346 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |