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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 | $47,681 | $109,372-56.4% | $89,414-46.7% | $158,966-70.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.49% | 345.55%-324.1pp | 245.50%-224.0pp | 302.95%-281.5pp |
| Employer contribution / active EE | $2,238 | $3,171-29.4% | $2,586-13.5% | $4,762-53.0% |
| Participant deferral / active EE | $6,162 | $4,598+34.0% | $3,890+58.4% | $5,983+3.0% |
| Admin fee / account holder | $368 | $6,156-94.0% | $4,883-92.5% | $11,250-96.7% |