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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 | $48,975 | $157,276-68.9% | $141,177-65.3% | $152,885-68.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 48.08% | 64.33%-16.3pp | 71.40%-23.3pp | 345.39%-297.3pp |
| Employer contribution / active EE | $7,086 | $5,262+34.7% | $4,736+49.6% | $4,763+48.8% |
| Participant deferral / active EE | $9,063 | $7,110+27.5% | $6,710+35.1% | $5,851+54.9% |
| Admin fee / account holder | $588 | $12,123-95.1% | $10,263-94.3% | $11,598-94.9% |