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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 | $183,627-58.4% | $155,602-51.0% | $145,978-47.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.64% | 61.32%-43.7pp | 64.81%-47.2pp | 550.52%-532.9pp |
| Employer contribution / active EE | $1,203 | $5,316-77.4% | $4,675-74.3% | $4,662-74.2% |
| Participant deferral / active EE | $6,717 | $6,466+3.9% | $5,629+19.3% | $6,690+0.4% |
| Admin fee / account holder | $339 | $19,327-98.2% | $15,923-97.9% | $13,400-97.5% |