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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 | $43,568 | $211,239-79.4% | $178,528-75.6% | $145,877-70.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.42% | 30.22%-18.8pp | 27.11%-15.7pp | 551.28%-539.9pp |
| Employer contribution / active EE | $3,335 | $4,570-27.0% | $3,950-15.6% | $4,663-28.5% |
| Participant deferral / active EE | $2,317 | $6,963-66.7% | $6,278-63.1% | $6,691-65.4% |
| Admin fee / account holder | $617 | $12,095-94.9% | $10,419-94.1% | $13,402-95.4% |