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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 | $69,029 | $183,516-62.4% | $155,534-55.6% | $145,884-52.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.63% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $2,547 | $5,315-52.1% | $4,675-45.5% | $4,662-45.4% |
| Participant deferral / active EE | $3,828 | $6,467-40.8% | $5,630-32.0% | $6,690-42.8% |
| Admin fee / account holder | $302 | $19,293-98.4% | $15,900-98.1% | $13,392-97.7% |