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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 | $48,085 | $148,629-67.6% | $135,982-64.6% | $139,487-65.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.67% | 79.33%-54.7pp | 68.32%-43.7pp | 373.84%-349.2pp |
| Employer contribution / active EE | $2,803 | $5,247-46.6% | $4,859-42.3% | $4,755-41.0% |
| Participant deferral / active EE | $7,762 | $8,102-4.2% | $7,7600% | $6,713+15.6% |
| Admin fee / account holder | $2,212 | $12,406-82.2% | $10,767-79.5% | $11,407-80.6% |