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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 | $88,054 | $211,239-58.3% | $178,528-50.7% | $145,877-39.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 43.28% | 30.22%+13.1pp | 27.11%+16.2pp | 551.28%-508.0pp |
| Employer contribution / active EE | $2,236 | $4,570-51.1% | $3,950-43.4% | $4,663-52.1% |
| Participant deferral / active EE | $17,250 | $6,963+147.8% | $6,278+174.8% | $6,691+157.8% |
| Admin fee / account holder | $742 | $12,095-93.9% | $10,419-92.9% | $13,402-94.5% |