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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 | $47,083 | $211,239-77.7% | $178,528-73.6% | $145,877-67.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.39% | 30.22%-18.8pp | 27.11%-15.7pp | 551.28%-539.9pp |
| Employer contribution / active EE | $22,394 | $4,570+390.0% | $3,950+466.9% | $4,663+380.2% |
| Participant deferral / active EE | $9,432 | $6,963+35.5% | $6,278+50.2% | $6,691+41.0% |
| Admin fee / account holder | $469,968 | $12,095+3785.8% | $10,419+4410.7% | $13,402+3406.7% |