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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 | $44,813 | $202,440-77.9% | $169,390-73.5% | $139,466-67.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 27.00% | 532.36%-505.4pp | 406.07%-379.1pp | 373.66%-346.7pp |
| Employer contribution / active EE | $2,766 | $4,693-41.1% | $4,013-31.1% | $4,754-41.8% |
| Participant deferral / active EE | $17,970 | $6,940+158.9% | $6,222+188.8% | $6,712+167.7% |
| Admin fee / account holder | $519 | $10,722-95.2% | $9,015-94.2% | $11,409-95.5% |