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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 | $47,390 | $148,629-68.1% | $135,982-65.2% | $139,487-66.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.71% | 79.33%-54.6pp | 68.32%-43.6pp | 373.84%-349.1pp |
| Employer contribution / active EE | $1,235 | $5,247-76.5% | $4,859-74.6% | $4,755-74.0% |
| Participant deferral / active EE | $12,462 | $8,102+53.8% | $7,760+60.6% | $6,713+85.7% |
| Admin fee / account holder | $766 | $12,406-93.8% | $10,767-92.9% | $11,407-93.3% |