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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 | $48,217 | $154,228-68.7% | $145,433-66.8% | $137,256-64.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.06% | 74.59%-45.5pp | 66.58%-37.5pp | 220.34%-191.3pp |
| Employer contribution / active EE | $3,750 | $4,804-21.9% | $4,554-17.7% | $4,156-9.8% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,750 | $14,344-73.9% | $13,129-71.4% | $12,270-69.4% |