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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 | $47,695 | $110,337-56.8% | $102,383-53.4% | $145,877-67.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 40.41% | 24.83%+15.6pp | 24.94%+15.5pp | 551.28%-510.9pp |
| Employer contribution / active EE | $5,150 | $4,216+22.2% | $3,870+33.1% | $4,663+10.4% |
| Participant deferral / active EE | $10,108 | $5,621+79.8% | $5,060+99.8% | $6,691+51.1% |
| Admin fee / account holder | $13,394 | $9,750+37.4% | $8,391+59.6% | $13,402-0.1% |