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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 | $154,228-69.3% | $145,433-67.4% | $137,256-65.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.02% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $8,474 | $4,804+76.4% | $4,554+86.1% | $4,156+103.9% |
| Participant deferral / active EE | $3,978 | $8,216-51.6% | $7,897-49.6% | $6,407-37.9% |
| Admin fee / account holder | $1,531 | $14,344-89.3% | $13,129-88.3% | $12,270-87.5% |