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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 | $223,823-78.8% | $211,142-77.6% | $154,746-69.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.26% | 50.39%-33.1pp | 46.84%-29.6pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,787 | $6,787-73.7% | $6,442-72.3% | $4,379-59.2% |
| Participant deferral / active EE | $7,855 | $9,750-19.4% | $9,284-15.4% | $6,730+16.7% |
| Admin fee / account holder | $1,966 | $19,707-90.0% | $19,076-89.7% | $14,365-86.3% |