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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 | $49,583 | $210,698-76.5% | $178,014-72.1% | $145,959-66.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.37% | 386.27%-375.9pp | 294.80%-284.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,811 | $4,567-38.4% | $3,950-28.8% | $4,661-39.7% |
| Participant deferral / active EE | $6,163 | $6,958-11.4% | $6,276-1.8% | $6,689-7.9% |
| Admin fee / account holder | $547 | $12,016-95.4% | $10,362-94.7% | $13,398-95.9% |