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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 | $18,569 | $211,239-91.2% | $178,528-89.6% | $145,877-87.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 45.92% | 30.22%+15.7pp | 27.11%+18.8pp | 551.28%-505.4pp |
| Employer contribution / active EE | $2,167 | $4,570-52.6% | $3,950-45.2% | $4,663-53.5% |
| Participant deferral / active EE | $12,979 | $6,963+86.4% | $6,278+106.7% | $6,691+94.0% |
| Admin fee / account holder | $540 | $12,095-95.5% | $10,419-94.8% | $13,402-96.0% |