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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 | $47,235 | $108,911-56.6% | $100,392-52.9% | $145,884-67.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.63% | 58.23%-40.6pp | 49.45%-31.8pp | 551.85%-534.2pp |
| Employer contribution / active EE | $4,274 | $4,420-3.3% | $3,941+8.4% | $4,662-8.3% |
| Participant deferral / active EE | $13,735 | $8,459+62.4% | $8,090+69.8% | $6,690+105.3% |
| Admin fee / account holder | $6,147 | $9,698-36.6% | $7,904-22.2% | $13,392-54.1% |