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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 | $29,540 | $110,337-73.2% | $102,383-71.1% | $145,877-79.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.07% | 24.83%-4.8pp | 24.94%-4.9pp | 551.28%-531.2pp |
| Employer contribution / active EE | $2,275 | $4,216-46.0% | $3,870-41.2% | $4,663-51.2% |
| Participant deferral / active EE | $7,858 | $5,621+39.8% | $5,060+55.3% | $6,691+17.4% |
| Admin fee / account holder | $458 | $9,750-95.3% | $8,391-94.5% | $13,402-96.6% |