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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 | $61,556 | $162,136-62.0% | $152,301-59.6% | $154,746-60.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.44% | 91.02%-72.6pp | 80.50%-62.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $3,161 | $4,890-35.4% | $4,624-31.6% | $4,379-27.8% |
| Participant deferral / active EE | $3,693 | $8,341-55.7% | $8,004-53.9% | $6,730-45.1% |
| Admin fee / account holder | $417 | $15,759-97.4% | $14,398-97.1% | $14,365-97.1% |