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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 | $65,985 | $162,136-59.3% | $152,301-56.7% | $154,746-57.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.95% | 91.02%-75.1pp | 80.50%-64.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $4,990 | $4,890+2.0% | $4,624+7.9% | $4,379+14.0% |
| Participant deferral / active EE | $14,349 | $8,341+72.0% | $8,004+79.3% | $6,730+113.2% |
| Admin fee / account holder | $792 | $15,759-95.0% | $14,398-94.5% | $14,365-94.5% |