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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 | $52,362 | $162,136-67.7% | $152,301-65.6% | $154,746-66.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.28% | 91.02%-71.7pp | 80.50%-61.2pp | 172.34%-153.1pp |
| Employer contribution / active EE | $3,166 | $4,890-35.3% | $4,624-31.5% | $4,379-27.7% |
| Participant deferral / active EE | $5,483 | $8,341-34.3% | $8,004-31.5% | $6,730-18.5% |
| Admin fee / account holder | $618 | $15,759-96.1% | $14,398-95.7% | $14,365-95.7% |