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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 | $42,454 | $201,344-78.9% | $184,243-77.0% | $145,877-70.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.94% | 29.01%-13.1pp | 28.82%-12.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,824 | $7,022-74.0% | $6,427-71.6% | $4,663-60.9% |
| Participant deferral / active EE | $11,250 | $9,807+14.7% | $9,132+23.2% | $6,691+68.1% |
| Admin fee / account holder | $325 | $16,382-98.0% | $13,914-97.7% | $13,402-97.6% |