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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 | $60,422 | $185,883-67.5% | $170,043-64.5% | $139,466-56.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.02% | 60.54%-42.5pp | 53.40%-35.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $4,358 | $7,596-42.6% | $6,790-35.8% | $4,754-8.3% |
| Participant deferral / active EE | $12,665 | $11,626+8.9% | $10,410+21.7% | $6,712+88.7% |
| Admin fee / account holder | $685 | $15,393-95.6% | $12,824-94.7% | $11,409-94.0% |