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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 | $47,639 | $227,399-79.1% | $189,758-74.9% | $198,609-76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 37.68% | 61.03%-23.3pp | 52.62%-14.9pp | 202.70%-165.0pp |
| Employer contribution / active EE | $3,183 | $5,526-42.4% | $4,767-33.2% | $5,055-37.0% |
| Participant deferral / active EE | $9,581 | $6,837+40.1% | $5,856+63.6% | $6,977+37.3% |
| Admin fee / account holder | $2,296 | $25,162-90.9% | $20,388-88.7% | $19,030-87.9% |