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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 | $44,447 | $166,268-73.3% | $165,100-73.1% | $145,897-69.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.76% | 100.52%-84.8pp | 70.21%-54.5pp | 552.29%-536.5pp |
| Employer contribution / active EE | $4,369 | $5,284-17.3% | $4,348+0.5% | $4,663-6.3% |
| Participant deferral / active EE | $9,930 | $6,964+42.6% | $6,035+64.5% | $6,689+48.4% |
| Admin fee / account holder | $884 | $16,659-94.7% | $12,696-93.0% | $13,390-93.4% |