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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 | $61,472 | $148,582-58.6% | $135,942-54.8% | $139,456-55.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.55% | 79.26%-60.7pp | 68.28%-49.7pp | 373.45%-354.9pp |
| Employer contribution / active EE | $1,411 | $5,245-73.1% | $4,858-71.0% | $4,753-70.3% |
| Participant deferral / active EE | $20,223 | $8,101+149.6% | $7,759+160.6% | $6,711+201.3% |
| Admin fee / account holder | $690 | $12,402-94.4% | $10,764-93.6% | $11,407-93.9% |