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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 | $47,560 | $196,972-75.9% | $182,262-73.9% | $198,609-76.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 42.54% | 158.27%-115.7pp | 140.60%-98.1pp | 202.70%-160.2pp |
| Employer contribution / active EE | $2,358 | $5,364-56.0% | $5,046-53.3% | $5,055-53.4% |
| Participant deferral / active EE | $8,351 | $8,643-3.4% | $8,276+0.9% | $6,977+19.7% |
| Admin fee / account holder | $382 | $18,429-97.9% | $16,712-97.7% | $19,030-98.0% |