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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 | $62,949 | $225,673-72.1% | $203,872-69.1% | $155,188-59.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 18.29% | 95.91%-77.6pp | 85.11%-66.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $4,540 | $4,099+10.8% | $3,757+20.8% | $4,248+6.9% |
| Participant deferral / active EE | $13,976 | $6,893+102.7% | $6,388+118.8% | $6,531+114.0% |
| Admin fee / account holder | $1,199 | $12,327-90.3% | $11,730-89.8% | $14,480-91.7% |