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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 | $28,141 | $211,239-86.7% | $178,528-84.2% | $145,877-80.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.13% | 30.22%-19.1pp | 27.11%-16.0pp | 551.28%-540.1pp |
| Employer contribution / active EE | $4,373 | $4,570-4.3% | $3,950+10.7% | $4,663-6.2% |
| Participant deferral / active EE | $3,077 | $6,963-55.8% | $6,278-51.0% | $6,691-54.0% |
| Admin fee / account holder | $2,331 | $12,095-80.7% | $10,419-77.6% | $13,402-82.6% |