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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 | $47,499 | $227,399-79.1% | $189,758-75.0% | $198,609-76.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.08% | 61.03%-45.0pp | 52.62%-36.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $2,704 | $5,526-51.1% | $4,767-43.3% | $5,055-46.5% |
| Participant deferral / active EE | $7,079 | $6,837+3.5% | $5,856+20.9% | $6,977+1.5% |
| Admin fee / account holder | $612 | $25,162-97.6% | $20,388-97.0% | $19,030-96.8% |