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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 | $51,030 | $201,259-74.6% | $184,200-72.3% | $145,959-65.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.56% | 28.98%-17.4pp | 28.80%-17.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $2,127 | $7,018-69.7% | $6,424-66.9% | $4,661-54.4% |
| Participant deferral / active EE | $4,005 | $9,806-59.2% | $9,132-56.1% | $6,689-40.1% |
| Admin fee / account holder | $405 | $16,372-97.5% | $13,907-97.1% | $13,398-97.0% |