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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 | $41,918 | $148,629-71.8% | $135,982-69.2% | $139,487-69.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.10% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $4,236 | $5,247-19.3% | $4,859-12.8% | $4,755-10.9% |
| Participant deferral / active EE | $8,971 | $8,102+10.7% | $7,760+15.6% | $6,713+33.6% |
| Admin fee / account holder | $556 | $12,406-95.5% | $10,767-94.8% | $11,407-95.1% |