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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 | $43,360 | $115,814-62.6% | $101,275-57.2% | $158,982-72.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.27% | 56.16%-26.9pp | 46.48%-17.2pp | 302.99%-273.7pp |
| Employer contribution / active EE | $4,746 | $4,176+13.7% | $3,660+29.7% | $4,763-0.4% |
| Participant deferral / active EE | $6,596 | $4,958+33.0% | $4,371+50.9% | $5,983+10.2% |
| Admin fee / account holder | $461 | $7,249-93.6% | $5,948-92.3% | $11,252-95.9% |