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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 | $48,540 | $154,209-68.5% | $130,062-62.7% | $139,487-65.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.46% | 32.52%-10.1pp | -137.37%+159.8pp | 373.84%-351.4pp |
| Employer contribution / active EE | $4,988 | $5,292-5.8% | $4,322+15.4% | $4,755+4.9% |
| Participant deferral / active EE | $18,720 | $6,709+179.0% | $5,821+221.6% | $6,713+178.9% |
| Admin fee / account holder | $693 | $13,988-95.0% | $10,601-93.5% | $11,407-93.9% |