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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 | $47,841 | $225,673-78.8% | $203,872-76.5% | $155,188-69.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 34.07% | 95.91%-61.8pp | 85.11%-51.0pp | 148.84%-114.8pp |
| Employer contribution / active EE | $4,820 | $4,099+17.6% | $3,757+28.3% | $4,248+13.5% |
| Participant deferral / active EE | $8,535 | $6,893+23.8% | $6,388+33.6% | $6,531+30.7% |
| Admin fee / account holder | $4,468 | $12,327-63.8% | $11,730-61.9% | $14,480-69.1% |