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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 | $57,075 | $196,972-71.0% | $182,262-68.7% | $198,609-71.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.89% | 158.27%-139.4pp | 140.60%-121.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $4,550 | $5,364-15.2% | $5,046-9.8% | $5,055-10.0% |
| Participant deferral / active EE | $8,613 | $8,643-0.3% | $8,276+4.1% | $6,977+23.4% |
| Admin fee / account holder | $640 | $18,429-96.5% | $16,712-96.2% | $19,030-96.6% |