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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 | $47,563 | $166,020-71.4% | $164,866-71.2% | $145,959-67.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.04% | 100.08%-84.0pp | 69.97%-53.9pp | 561.95%-545.9pp |
| Employer contribution / active EE | $4,259 | $5,275-19.3% | $4,343-1.9% | $4,661-8.6% |
| Participant deferral / active EE | $12,516 | $6,961+79.8% | $6,033+107.5% | $6,689+87.1% |
| Admin fee / account holder | $5,927 | $16,644-64.4% | $12,689-53.3% | $13,398-55.8% |