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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 | $46,197 | $165,399-72.1% | $149,745-69.1% | $158,982-70.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.58% | 348.34%-311.8pp | 276.72%-240.1pp | 302.99%-266.4pp |
| Employer contribution / active EE | $2,140 | $5,105-58.1% | $4,646-53.9% | $4,763-55.1% |
| Participant deferral / active EE | $3,797 | $7,183-47.1% | $6,843-44.5% | $5,983-36.5% |
| Admin fee / account holder | $409 | $10,811-96.2% | $9,312-95.6% | $11,252-96.4% |