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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 | $45,943 | $113,338-59.5% | $94,993-51.6% | $147,586-68.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 22.94% | 20.80%+2.1pp | 27.14%-4.2pp | 578.59%-555.6pp |
| Employer contribution / active EE | $9,670 | $3,160+206.0% | $2,603+271.4% | $4,876+98.3% |
| Participant deferral / active EE | $6,652 | $3,777+76.1% | $3,317+100.5% | $5,439+22.3% |
| Admin fee / account holder | $586 | $6,063-90.3% | $4,960-88.2% | $10,886-94.6% |