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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 | $45,718 | $129,737-64.8% | $119,126-61.6% | $154,746-70.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.58% | 379.08%-359.5pp | 282.11%-262.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,426 | $4,375-44.6% | $4,034-39.9% | $4,379-44.6% |
| Participant deferral / active EE | $9,081 | $5,842+55.5% | $5,318+70.8% | $6,730+34.9% |
| Admin fee / account holder | $345 | $11,961-97.1% | $10,693-96.8% | $14,365-97.6% |