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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 | $49,050 | $110,379-55.6% | $102,412-52.1% | $145,884-66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.54% | 24.84%-15.3pp | 24.94%-15.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $8,451 | $4,216+100.4% | $3,870+118.4% | $4,662+81.3% |
| Participant deferral / active EE | $6,261 | $5,622+11.4% | $5,060+23.7% | $6,690-6.4% |
| Admin fee / account holder | $436 | $9,745-95.5% | $8,388-94.8% | $13,392-96.7% |