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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 | $65,554 | $165,399-60.4% | $149,745-56.2% | $158,982-58.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.00% | 348.34%-327.3pp | 276.72%-255.7pp | 302.99%-282.0pp |
| Employer contribution / active EE | $6,777 | $5,105+32.8% | $4,646+45.9% | $4,763+42.3% |
| Participant deferral / active EE | $15,205 | $7,183+111.7% | $6,843+122.2% | $5,983+154.1% |
| Admin fee / account holder | $693 | $10,811-93.6% | $9,312-92.6% | $11,252-93.8% |