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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 | $47,610 | $156,398-69.6% | $147,318-67.7% | $138,895-65.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.31% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $3,778 | $4,853-22.2% | $4,593-17.8% | $4,194-9.9% |
| Participant deferral / active EE | $3,778 | $8,237-54.1% | $7,906-52.2% | $6,396-40.9% |
| Admin fee / account holder | $40,450 | $14,976+170.1% | $13,708+195.1% | $12,562+222.0% |