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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 | $45,400 | $162,136-72.0% | $152,301-70.2% | $154,746-70.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.49% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,610 | $4,890-46.6% | $4,624-43.6% | $4,379-40.4% |
| Participant deferral / active EE | $2,850 | $8,341-65.8% | $8,004-64.4% | $6,730-57.6% |
| Admin fee / account holder | $4,586 | $15,759-70.9% | $14,398-68.1% | $14,365-68.1% |