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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 | $47,380 | $154,228-69.3% | $145,433-67.4% | $137,256-65.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 51.69% | 74.59%-22.9pp | 66.58%-14.9pp | 220.34%-168.7pp |
| Employer contribution / active EE | $9,648 | $4,804+100.8% | $4,554+111.8% | $4,156+132.1% |
| Participant deferral / active EE | $10,404 | $8,216+26.6% | $7,897+31.7% | $6,407+62.4% |
| Admin fee / account holder | $18,038 | $14,344+25.8% | $13,129+37.4% | $12,270+47.0% |