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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 | $47,387 | $227,291-79.2% | $214,702-77.9% | $155,188-69.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.26% | 60.08%-42.8pp | 54.55%-37.3pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,787 | $6,772-73.6% | $6,461-72.3% | $4,248-57.9% |
| Participant deferral / active EE | $7,855 | $9,582-18.0% | $9,147-14.1% | $6,531+20.3% |
| Admin fee / account holder | $1,966 | $20,413-90.4% | $19,830-90.1% | $14,480-86.4% |