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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 | $35,750 | $110,410-67.6% | $102,437-65.1% | $145,897-75.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.34% | 24.85%-14.5pp | 24.95%-14.6pp | 552.29%-541.9pp |
| Employer contribution / active EE | $5,967 | $4,217+41.5% | $3,871+54.1% | $4,663+28.0% |
| Participant deferral / active EE | $5,967 | $5,622+6.1% | $5,060+17.9% | $6,689-10.8% |
| Admin fee / account holder | $302 | $9,745-96.9% | $8,388-96.4% | $13,390-97.7% |