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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 | $40,220 | $97,078-58.6% | $103,065-61.0% | $145,897-72.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 10.39% | 25.49%-15.1pp | 23.95%-13.6pp | 552.29%-541.9pp |
| Employer contribution / active EE | $2,416 | $4,680-48.4% | $4,675-48.3% | $4,663-48.2% |
| Participant deferral / active EE | $13,470 | $6,601+104.1% | $6,625+103.3% | $6,689+101.4% |
| Admin fee / account holder | $559 | $12,505-95.5% | $9,349-94.0% | $13,390-95.8% |