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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 | $51,167 | $183,539-72.1% | $155,556-67.1% | $145,897-64.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.06% | 61.31%-49.2pp | 64.84%-52.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $4,707 | $5,315-11.4% | $4,675+0.7% | $4,663+1.0% |
| Participant deferral / active EE | $6,632 | $6,467+2.6% | $5,631+17.8% | $6,689-0.9% |
| Admin fee / account holder | $583 | $19,275-97.0% | $15,885-96.3% | $13,390-95.6% |