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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 | $60,796 | $162,136-62.5% | $152,301-60.1% | $154,746-60.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.82% | 91.02%-70.2pp | 80.50%-59.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,536 | $4,890-48.1% | $4,624-45.2% | $4,379-42.1% |
| Participant deferral / active EE | $20,741 | $8,341+148.7% | $8,004+159.1% | $6,730+208.2% |
| Admin fee / account holder | $844 | $15,759-94.6% | $14,398-94.1% | $14,365-94.1% |