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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 | $45,240 | $211,239-78.6% | $178,528-74.7% | $145,877-69.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.21% | 30.22%-20.0pp | 27.11%-16.9pp | 551.28%-541.1pp |
| Employer contribution / active EE | $3,564 | $4,570-22.0% | $3,950-9.8% | $4,663-23.6% |
| Participant deferral / active EE | $7,627 | $6,963+9.5% | $6,278+21.5% | $6,691+14.0% |
| Admin fee / account holder | $1,255 | $12,095-89.6% | $10,419-88.0% | $13,402-90.6% |