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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 | $41,970 | $148,623-71.8% | $135,974-69.1% | $139,466-69.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.18% | 79.30%-60.1pp | 68.30%-49.1pp | 373.66%-354.5pp |
| Employer contribution / active EE | $2,610 | $5,246-50.2% | $4,859-46.3% | $4,754-45.1% |
| Participant deferral / active EE | $9,295 | $8,103+14.7% | $7,760+19.8% | $6,712+38.5% |
| Admin fee / account holder | $605 | $12,406-95.1% | $10,767-94.4% | $11,409-94.7% |