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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 | $63,239 | $183,516-65.5% | $155,534-59.3% | $145,884-56.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.28% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $3,416 | $5,315-35.7% | $4,675-26.9% | $4,662-26.7% |
| Participant deferral / active EE | $16,441 | $6,467+154.2% | $5,630+192.0% | $6,690+145.8% |
| Admin fee / account holder | $447 | $19,293-97.7% | $15,900-97.2% | $13,392-96.7% |