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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 | $59,167 | $183,539-67.8% | $155,556-62.0% | $145,897-59.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.32% | 61.31%-51.0pp | 64.84%-54.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,193 | $5,315-39.9% | $4,675-31.7% | $4,663-31.5% |
| Participant deferral / active EE | $4,947 | $6,467-23.5% | $5,631-12.1% | $6,689-26.0% |
| Admin fee / account holder | $597 | $19,275-96.9% | $15,885-96.2% | $13,390-95.5% |