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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 | $211,105-58.3% | $178,449-50.7% | $145,978-39.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 43.28% | 30.19%+13.1pp | 27.09%+16.2pp | 550.52%-507.2pp |
| Employer contribution / active EE | $2,236 | $4,569-51.1% | $3,951-43.4% | $4,662-52.0% |
| Participant deferral / active EE | $17,250 | $6,959+147.9% | $6,277+174.8% | $6,690+157.9% |
| Admin fee / account holder | $742 | $12,017-93.8% | $10,362-92.8% | $13,400-94.5% |