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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 | $50,953 | $157,276-67.6% | $141,177-63.9% | $152,885-66.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.85% | 64.33%-36.5pp | 71.40%-43.6pp | 345.39%-317.5pp |
| Employer contribution / active EE | $4,987 | $5,262-5.2% | $4,736+5.3% | $4,763+4.7% |
| Participant deferral / active EE | $9,313 | $7,110+31.0% | $6,710+38.8% | $5,851+59.2% |
| Admin fee / account holder | $2,345 | $12,123-80.7% | $10,263-77.2% | $11,598-79.8% |