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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 | $42,962 | $212,386-79.8% | $199,883-78.5% | $138,895-69.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.89% | 47.75%-28.9pp | 43.81%-24.9pp | 145.39%-126.5pp |
| Employer contribution / active EE | $4,230 | $6,625-36.1% | $6,261-32.4% | $4,194+0.9% |
| Participant deferral / active EE | $7,986 | $9,617-17.0% | $9,138-12.6% | $6,396+24.9% |
| Admin fee / account holder | $1,134 | $18,233-93.8% | $17,268-93.4% | $12,562-91.0% |