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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 | $47,874 | $210,698-77.3% | $178,014-73.1% | $145,959-67.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.12% | 386.27%-372.2pp | 294.80%-280.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $4,261 | $4,567-6.7% | $3,950+7.9% | $4,661-8.6% |
| Participant deferral / active EE | $16,494 | $6,958+137.0% | $6,276+162.8% | $6,689+146.6% |
| Admin fee / account holder | $519 | $12,016-95.7% | $10,362-95.0% | $13,398-96.1% |