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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 | $47,395 | $196,972-75.9% | $182,262-74.0% | $198,609-76.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.02% | 158.27%-138.3pp | 140.60%-120.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $8,474 | $5,364+58.0% | $5,046+67.9% | $5,055+67.6% |
| Participant deferral / active EE | $3,978 | $8,643-54.0% | $8,276-51.9% | $6,977-43.0% |
| Admin fee / account holder | $1,531 | $18,429-91.7% | $16,712-90.8% | $19,030-92.0% |