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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 | $62,771 | $185,312-66.1% | $161,489-61.1% | $154,746-59.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 111.94% | 103.84%+8.1pp | 89.72%+22.2pp | 172.34%-60.4pp |
| Employer contribution / active EE | $2,319 | $4,769-51.4% | $4,268-45.7% | $4,379-47.1% |
| Participant deferral / active EE | $5,947 | $6,350-6.3% | $5,630+5.6% | $6,730-11.6% |
| Admin fee / account holder | $549 | $18,654-97.1% | $16,006-96.6% | $14,365-96.2% |