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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 | $66,580 | $185,312-64.1% | $161,489-58.8% | $154,746-57.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.51% | 103.84%-90.3pp | 89.72%-76.2pp | 172.34%-158.8pp |
| Employer contribution / active EE | $10,733 | $4,769+125.1% | $4,268+151.5% | $4,379+145.1% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $556 | $18,654-97.0% | $16,006-96.5% | $14,365-96.1% |