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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 | $62,196 | $185,883-66.5% | $170,043-63.4% | $139,466-55.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.22% | 60.54%-40.3pp | 53.40%-33.2pp | 373.66%-353.4pp |
| Employer contribution / active EE | $3,289 | $7,596-56.7% | $6,790-51.6% | $4,754-30.8% |
| Participant deferral / active EE | $9,513 | $11,626-18.2% | $10,410-8.6% | $6,712+41.7% |
| Admin fee / account holder | $351 | $15,393-97.7% | $12,824-97.3% | $11,409-96.9% |