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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 | $49,852 | $154,228-67.7% | $145,433-65.7% | $137,256-63.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.96% | 74.59%-44.6pp | 66.58%-36.6pp | 220.34%-190.4pp |
| Employer contribution / active EE | $9,555 | $4,804+98.9% | $4,554+109.8% | $4,156+129.9% |
| Participant deferral / active EE | $19,525 | $8,216+137.6% | $7,897+147.2% | $6,407+204.7% |
| Admin fee / account holder | $1,350 | $14,344-90.6% | $13,129-89.7% | $12,270-89.0% |