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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 | $59,713 | $183,516-67.5% | $155,534-61.6% | $145,884-59.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.52% | 61.43%-29.9pp | 64.92%-33.4pp | 551.85%-520.3pp |
| Employer contribution / active EE | $1,348 | $5,315-74.6% | $4,675-71.2% | $4,662-71.1% |
| Participant deferral / active EE | $2,715 | $6,467-58.0% | $5,630-51.8% | $6,690-59.4% |
| Admin fee / account holder | $364 | $19,293-98.1% | $15,900-97.7% | $13,392-97.3% |