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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 | $47,417 | $210,698-77.5% | $178,014-73.4% | $145,959-67.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.43% | 386.27%-366.8pp | 294.80%-275.4pp | 561.95%-542.5pp |
| Employer contribution / active EE | $4,390 | $4,567-3.9% | $3,950+11.1% | $4,661-5.8% |
| Participant deferral / active EE | $17,880 | $6,958+157.0% | $6,276+184.9% | $6,689+167.3% |
| Admin fee / account holder | $386 | $12,016-96.8% | $10,362-96.3% | $13,398-97.1% |