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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 | $38,648 | $166,131-76.7% | $164,975-76.6% | $145,877-73.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 33.15% | 100.37%-67.2pp | 70.12%-37.0pp | 551.28%-518.1pp |
| Employer contribution / active EE | $2,706 | $5,276-48.7% | $4,343-37.7% | $4,663-42.0% |
| Participant deferral / active EE | $6,609 | $6,962-5.1% | $6,033+9.5% | $6,691-1.2% |
| Admin fee / account holder | $526 | $16,648-96.8% | $12,688-95.9% | $13,402-96.1% |