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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 | $42,677 | $115,814-63.2% | $101,275-57.9% | $158,982-73.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.08% | 56.16%-35.1pp | 46.48%-25.4pp | 302.99%-281.9pp |
| Employer contribution / active EE | $4,760 | $4,176+14.0% | $3,660+30.0% | $4,763-0.1% |
| Participant deferral / active EE | $9,663 | $4,958+94.9% | $4,371+121.1% | $5,983+61.5% |
| Admin fee / account holder | $471 | $7,249-93.5% | $5,948-92.1% | $11,252-95.8% |