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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 | $45,707 | $201,372-77.3% | $184,260-75.2% | $145,884-68.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.46% | 29.04%-17.6pp | 28.84%-17.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $2,400 | $7,024-65.8% | $6,427-62.7% | $4,662-48.5% |
| Participant deferral / active EE | $10,900 | $9,808+11.1% | $9,133+19.3% | $6,690+62.9% |
| Admin fee / account holder | $361 | $16,362-97.8% | $13,898-97.4% | $13,392-97.3% |