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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 | $47,495 | $111,814-57.5% | $103,374-54.1% | $145,959-67.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.74% | 24.77%-9.0pp | 24.89%-9.1pp | 561.95%-546.2pp |
| Employer contribution / active EE | $2,259 | $4,214-46.4% | $3,869-41.6% | $4,661-51.5% |
| Participant deferral / active EE | $19,501 | $5,618+247.1% | $5,058+285.6% | $6,689+191.6% |
| Admin fee / account holder | $439 | $9,754-95.5% | $8,394-94.8% | $13,398-96.7% |