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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 | $51,844 | $132,099-60.8% | $115,599-55.2% | $138,895-62.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 13.56% | 176.76%-163.2pp | 111.10%-97.5pp | 145.39%-131.8pp |
| Employer contribution / active EE | $3,094 | $3,416-9.4% | $2,955+4.7% | $4,194-26.2% |
| Participant deferral / active EE | $6,045 | $5,617+7.6% | $4,889+23.6% | $6,396-5.5% |
| Admin fee / account holder | $756 | $15,650-95.2% | $12,841-94.1% | $12,562-94.0% |