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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 | $47,994 | $183,516-73.8% | $155,534-69.1% | $145,884-67.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.25% | 61.43%-44.2pp | 64.92%-47.7pp | 551.85%-534.6pp |
| Employer contribution / active EE | $2,227 | $5,315-58.1% | $4,675-52.4% | $4,662-52.2% |
| Participant deferral / active EE | $5,463 | $6,467-15.5% | $5,630-3.0% | $6,690-18.3% |
| Admin fee / account holder | $327 | $19,293-98.3% | $15,900-97.9% | $13,392-97.6% |