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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 | $42,987 | $223,823-80.8% | $211,142-79.6% | $154,746-72.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.77% | 50.39%-34.6pp | 46.84%-31.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,801 | $6,787-73.5% | $6,442-72.0% | $4,379-58.9% |
| Participant deferral / active EE | $4,581 | $9,750-53.0% | $9,284-50.7% | $6,730-31.9% |
| Admin fee / account holder | $15,073 | $19,707-23.5% | $19,076-21.0% | $14,365+4.9% |