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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 | $48,327 | $157,296-69.3% | $141,191-65.8% | $152,897-68.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.49% | 64.34%-34.8pp | 71.41%-41.9pp | 345.43%-315.9pp |
| Employer contribution / active EE | $4,381 | $5,262-16.7% | $4,736-7.5% | $4,764-8.0% |
| Participant deferral / active EE | $18,308 | $7,111+157.5% | $6,710+172.8% | $5,851+212.9% |
| Admin fee / account holder | $38,566 | $12,125+218.1% | $10,264+275.7% | $11,599+232.5% |