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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 | $37,845 | $165,381-77.1% | $149,730-74.7% | $158,966-76.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.92% | 348.29%-337.4pp | 276.70%-265.8pp | 302.95%-292.0pp |
| Employer contribution / active EE | $1,774 | $5,104-65.2% | $4,645-61.8% | $4,762-62.8% |
| Participant deferral / active EE | $3,075 | $7,182-57.2% | $6,843-55.1% | $5,983-48.6% |
| Admin fee / account holder | $388 | $10,809-96.4% | $9,310-95.8% | $11,250-96.6% |