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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 | $23,832 | $155,555-84.7% | $146,866-83.8% | $155,188-84.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 47.18% | 115.41%-68.2pp | 102.85%-55.7pp | 148.84%-101.7pp |
| Employer contribution / active EE | $5,220 | $4,647+12.3% | $4,425+18.0% | $4,248+22.9% |
| Participant deferral / active EE | $5,549 | $8,044-31.0% | $7,759-28.5% | $6,531-15.0% |
| Admin fee / account holder | $4,946 | $14,755-66.5% | $13,620-63.7% | $14,480-65.8% |