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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 | $44,135 | $108,897-59.5% | $100,378-56.0% | $145,877-69.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.11% | 58.17%-45.1pp | 49.41%-36.3pp | 551.28%-538.2pp |
| Employer contribution / active EE | $4,676 | $4,420+5.8% | $3,942+18.6% | $4,663+0.3% |
| Participant deferral / active EE | $14,428 | $8,455+70.6% | $8,087+78.4% | $6,691+115.6% |
| Admin fee / account holder | $7,393 | $9,690-23.7% | $7,899-6.4% | $13,402-44.8% |