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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 | $60,096 | $183,516-67.3% | $155,534-61.4% | $145,884-58.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.60% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.3pp |
| Employer contribution / active EE | $3,318 | $5,315-37.6% | $4,675-29.0% | $4,662-28.8% |
| Participant deferral / active EE | $3,344 | $6,467-48.3% | $5,630-40.6% | $6,690-50.0% |
| Admin fee / account holder | $551 | $19,293-97.1% | $15,900-96.5% | $13,392-95.9% |