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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 | $162,136-70.7% | $152,301-68.8% | $154,746-69.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 42.54% | 91.02%-48.5pp | 80.50%-38.0pp | 172.34%-129.8pp |
| Employer contribution / active EE | $2,358 | $4,890-51.8% | $4,624-49.0% | $4,379-46.2% |
| Participant deferral / active EE | $8,351 | $8,341+0.1% | $8,004+4.3% | $6,730+24.1% |
| Admin fee / account holder | $382 | $15,759-97.6% | $14,398-97.3% | $14,365-97.3% |