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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 | $21,313 | $154,228-86.2% | $145,433-85.3% | $137,256-84.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 176.84% | 74.59%+102.3pp | 66.58%+110.3pp | 220.34%-43.5pp |
| Employer contribution / active EE | $2,173 | $4,804-54.8% | $4,554-52.3% | $4,156-47.7% |
| Participant deferral / active EE | $3,649 | $8,216-55.6% | $7,897-53.8% | $6,407-43.1% |
| Admin fee / account holder | $609 | $14,344-95.8% | $13,129-95.4% | $12,270-95.0% |