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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 | $81,630 | $165,381-50.6% | $149,730-45.5% | $158,966-48.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.45% | 348.29%-320.8pp | 276.70%-249.3pp | 302.95%-275.5pp |
| Employer contribution / active EE | $4,058 | $5,104-20.5% | $4,645-12.6% | $4,762-14.8% |
| Participant deferral / active EE | $15,200 | $7,182+111.6% | $6,843+122.1% | $5,983+154.0% |
| Admin fee / account holder | $570 | $10,809-94.7% | $9,310-93.9% | $11,250-94.9% |