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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 | $47,745 | $148,623-67.9% | $135,974-64.9% | $139,466-65.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.93% | 79.30%-51.4pp | 68.30%-40.4pp | 373.66%-345.7pp |
| Employer contribution / active EE | $8,013 | $5,246+52.7% | $4,859+64.9% | $4,754+68.6% |
| Participant deferral / active EE | $8,647 | $8,103+6.7% | $7,760+11.4% | $6,712+28.8% |
| Admin fee / account holder | $922 | $12,406-92.6% | $10,767-91.4% | $11,409-91.9% |