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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 | $63,146 | $209,336-69.8% | $197,124-68.0% | $137,256-54.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.83% | 48.09%-28.3pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $5,773 | $6,591-12.4% | $6,227-7.3% | $4,156+38.9% |
| Participant deferral / active EE | $17,699 | $9,614+84.1% | $9,135+93.8% | $6,407+176.3% |
| Admin fee / account holder | $562 | $17,308-96.8% | $16,298-96.6% | $12,270-95.4% |