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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 | $227,291-78.1% | $214,702-76.8% | $155,188-67.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 36.43% | 60.08%-23.6pp | 54.55%-18.1pp | 148.84%-112.4pp |
| Employer contribution / active EE | $25,681 | $6,772+279.2% | $6,461+297.5% | $4,248+504.6% |
| Participant deferral / active EE | $9,329 | $9,582-2.6% | $9,147+2.0% | $6,531+42.8% |
| Admin fee / account holder | $1,512 | $20,413-92.6% | $19,830-92.4% | $14,480-89.6% |