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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 | $41,500 | $174,379-76.2% | $152,093-72.7% | $138,895-70.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.36% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $2,829 | $4,652-39.2% | $4,175-32.2% | $4,194-32.5% |
| Participant deferral / active EE | $12,176 | $6,159+97.7% | $5,451+123.4% | $6,396+90.4% |
| Admin fee / account holder | $306 | $16,880-98.2% | $14,497-97.9% | $12,562-97.6% |