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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 | $8,646 | $110,303-92.2% | $95,759-91.0% | $139,487-93.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 40.50% | 27.19%+13.3pp | 28.42%+12.1pp | 373.84%-333.3pp |
| Employer contribution / active EE | $3,261 | $3,2610% | $2,836+15.0% | $4,755-31.4% |
| Participant deferral / active EE | $4,714 | $4,674+0.8% | $4,244+11.1% | $6,713-29.8% |
| Admin fee / account holder | $310 | $6,615-95.3% | $5,678-94.5% | $11,407-97.3% |