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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 | $47,016 | $157,304-70.1% | $141,197-66.7% | $152,909-69.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.61% | 64.34%-43.7pp | 71.41%-50.8pp | 345.46%-324.9pp |
| Employer contribution / active EE | $2,376 | $5,263-54.9% | $4,736-49.8% | $4,764-50.1% |
| Participant deferral / active EE | $9,851 | $7,111+38.5% | $6,710+46.8% | $5,851+68.4% |
| Admin fee / account holder | $1,373 | $12,126-88.7% | $10,265-86.6% | $11,601-88.2% |