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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 | $76,319 | $183,539-58.4% | $155,556-50.9% | $145,897-47.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.64% | 61.31%-43.7pp | 64.84%-47.2pp | 552.29%-534.6pp |
| Employer contribution / active EE | $1,203 | $5,315-77.4% | $4,675-74.3% | $4,663-74.2% |
| Participant deferral / active EE | $6,717 | $6,467+3.9% | $5,631+19.3% | $6,689+0.4% |
| Admin fee / account holder | $339 | $19,275-98.2% | $15,885-97.9% | $13,390-97.5% |