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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 | $47,502 | $227,291-79.1% | $214,702-77.9% | $155,188-69.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 30.68% | 60.08%-29.4pp | 54.55%-23.9pp | 148.84%-118.2pp |
| Employer contribution / active EE | $2,842 | $6,772-58.0% | $6,461-56.0% | $4,248-33.1% |
| Participant deferral / active EE | $7,661 | $9,582-20.1% | $9,147-16.2% | $6,531+17.3% |
| Admin fee / account holder | $2,786 | $20,413-86.4% | $19,830-85.9% | $14,480-80.8% |