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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 | $47,419 | $148,623-68.1% | $135,974-65.1% | $139,466-66.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.32% | 79.30%-65.0pp | 68.30%-54.0pp | 373.66%-359.3pp |
| Employer contribution / active EE | $2,575 | $5,246-50.9% | $4,859-47.0% | $4,754-45.8% |
| Participant deferral / active EE | $4,863 | $8,103-40.0% | $7,760-37.3% | $6,712-27.6% |
| Admin fee / account holder | $6,278 | $12,406-49.4% | $10,767-41.7% | $11,409-45.0% |