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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 | $44,767 | $165,939-73.0% | $122,354-63.4% | $147,586-69.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 21.50% | 34.56%-13.1pp | 30.28%-8.8pp | 578.59%-557.1pp |
| Employer contribution / active EE | $749 | $5,754-87.0% | $4,051-81.5% | $4,876-84.6% |
| Participant deferral / active EE | $7,009 | $4,005+75.0% | $3,287+113.2% | $5,439+28.9% |
| Admin fee / account holder | $514 | $7,425-93.1% | $5,479-90.6% | $10,886-95.3% |