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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 | $36,874 | $183,539-79.9% | $155,556-76.3% | $145,897-74.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.12% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $5,244 | $5,315-1.3% | $4,675+12.2% | $4,663+12.5% |
| Participant deferral / active EE | $4,763 | $6,467-26.3% | $5,631-15.4% | $6,689-28.8% |
| Admin fee / account holder | $484 | $19,275-97.5% | $15,885-97.0% | $13,390-96.4% |