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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 | $47,735 | $114,013-58.1% | $103,693-54.0% | $155,188-69.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.16% | 49.31%-36.1pp | 47.61%-34.4pp | 148.84%-135.7pp |
| Employer contribution / active EE | $3,543 | $3,131+13.2% | $2,920+21.3% | $4,248-16.6% |
| Participant deferral / active EE | $4,970 | $4,9700% | $4,579+8.5% | $6,531-23.9% |
| Admin fee / account holder | $432 | $8,407-94.9% | $7,858-94.5% | $14,480-97.0% |