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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 | $42,363 | $165,399-74.4% | $149,745-71.7% | $158,982-73.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.14% | 348.34%-338.2pp | 276.72%-266.6pp | 302.99%-292.9pp |
| Employer contribution / active EE | $3,179 | $5,105-37.7% | $4,646-31.6% | $4,763-33.3% |
| Participant deferral / active EE | $15,167 | $7,183+111.2% | $6,843+121.6% | $5,983+153.5% |
| Admin fee / account holder | $427 | $10,811-96.1% | $9,312-95.4% | $11,252-96.2% |