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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 | $47,187 | $152,619-69.1% | $125,195-62.3% | $152,909-69.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.59% | 54.85%-31.3pp | 43.79%-20.2pp | 345.46%-321.9pp |
| Employer contribution / active EE | $2,826 | $4,947-42.9% | $3,866-26.9% | $4,764-40.7% |
| Participant deferral / active EE | $6,387 | $5,869+8.8% | $4,937+29.4% | $5,851+9.2% |
| Admin fee / account holder | $331 | $13,437-97.5% | $9,704-96.6% | $11,601-97.1% |