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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 | $47,244 | $196,972-76.0% | $182,262-74.1% | $198,609-76.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.69% | 158.27%-137.6pp | 140.60%-119.9pp | 202.70%-182.0pp |
| Employer contribution / active EE | $3,229 | $5,364-39.8% | $5,046-36.0% | $5,055-36.1% |
| Participant deferral / active EE | $9,429 | $8,643+9.1% | $8,276+13.9% | $6,977+35.1% |
| Admin fee / account holder | $1,067 | $18,429-94.2% | $16,712-93.6% | $19,030-94.4% |