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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 | $49,790 | $209,336-76.2% | $197,124-74.7% | $137,256-63.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 36.43% | 48.09%-11.7pp | 44.34%-7.9pp | 220.34%-183.9pp |
| Employer contribution / active EE | $25,681 | $6,591+289.7% | $6,227+312.4% | $4,156+517.9% |
| Participant deferral / active EE | $9,329 | $9,614-3.0% | $9,135+2.1% | $6,407+45.6% |
| Admin fee / account holder | $1,512 | $17,308-91.3% | $16,298-90.7% | $12,270-87.7% |