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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 | $53,940 | $211,224-74.5% | $178,505-69.8% | $145,897-63.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.39% | 30.28%-16.9pp | 27.16%-13.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,915 | $4,577+7.4% | $3,955+24.3% | $4,663+5.4% |
| Participant deferral / active EE | $15,042 | $6,966+115.9% | $6,280+139.5% | $6,689+124.9% |
| Admin fee / account holder | $2,771 | $12,109-77.1% | $10,428-73.4% | $13,390-79.3% |