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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 | $97,751-58.9% | $103,447-61.1% | $145,877-72.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.39% | 25.43%-15.0pp | 23.92%-13.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,416 | $4,684-48.4% | $4,678-48.4% | $4,663-48.2% |
| Participant deferral / active EE | $13,470 | $6,603+104.0% | $6,624+103.4% | $6,691+101.3% |
| Admin fee / account holder | $559 | $12,515-95.5% | $9,415-94.1% | $13,402-95.8% |