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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 | $43,776 | $166,242-73.7% | $165,071-73.5% | $145,884-70.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.94% | 100.44%-91.5pp | 70.17%-61.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $4,255 | $5,283-19.5% | $4,347-2.1% | $4,662-8.7% |
| Participant deferral / active EE | $13,426 | $6,964+92.8% | $6,035+122.5% | $6,690+100.7% |
| Admin fee / account holder | $345 | $16,658-97.9% | $12,695-97.3% | $13,392-97.4% |