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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 | $49,211 | $157,304-68.7% | $141,197-65.1% | $152,909-67.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.86% | 64.34%-45.5pp | 71.41%-52.5pp | 345.46%-326.6pp |
| Employer contribution / active EE | $3,444 | $5,263-34.5% | $4,736-27.3% | $4,764-27.7% |
| Participant deferral / active EE | $11,950 | $7,111+68.0% | $6,710+78.1% | $5,851+104.2% |
| Admin fee / account holder | $374 | $12,126-96.9% | $10,265-96.4% | $11,601-96.8% |