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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 | $65,530 | $148,629-55.9% | $135,982-51.8% | $139,487-53.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.66% | 79.33%-57.7pp | 68.32%-46.7pp | 373.84%-352.2pp |
| Employer contribution / active EE | $4,823 | $5,247-8.1% | $4,859-0.7% | $4,755+1.4% |
| Participant deferral / active EE | $14,492 | $8,102+78.9% | $7,760+86.7% | $6,713+115.9% |
| Admin fee / account holder | $472 | $12,406-96.2% | $10,767-95.6% | $11,407-95.9% |