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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 | $46,325 | $172,111-73.1% | $150,298-69.2% | $137,256-66.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.41% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,732 | $4,636+2.1% | $4,154+13.9% | $4,156+13.9% |
| Participant deferral / active EE | $2,349 | $6,166-61.9% | $5,453-56.9% | $6,407-63.3% |
| Admin fee / account holder | $325 | $16,471-98.0% | $14,116-97.7% | $12,270-97.3% |