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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 | $29,851 | $211,224-85.9% | $178,505-83.3% | $145,897-79.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.03% | 30.28%-3.3pp | 27.16%-0.1pp | 552.29%-525.3pp |
| Employer contribution / active EE | $1,229 | $4,577-73.1% | $3,955-68.9% | $4,663-73.6% |
| Participant deferral / active EE | $6,121 | $6,966-12.1% | $6,280-2.5% | $6,689-8.5% |
| Admin fee / account holder | $374 | $12,109-96.9% | $10,428-96.4% | $13,390-97.2% |