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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 | $47,408 | $197,637-76.0% | $177,848-73.3% | $158,982-70.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.00% | 58.77%-40.8pp | 48.33%-30.3pp | 302.99%-285.0pp |
| Employer contribution / active EE | $5,339 | $6,698-20.3% | $5,919-9.8% | $4,763+12.1% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,249 | $15,406-91.9% | $12,431-89.9% | $11,252-88.9% |