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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 | $47,502 | $212,386-77.6% | $199,883-76.2% | $138,895-65.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 30.68% | 47.75%-17.1pp | 43.81%-13.1pp | 145.39%-114.7pp |
| Employer contribution / active EE | $2,842 | $6,625-57.1% | $6,261-54.6% | $4,194-32.2% |
| Participant deferral / active EE | $7,661 | $9,617-20.3% | $9,138-16.2% | $6,396+19.8% |
| Admin fee / account holder | $2,786 | $18,233-84.7% | $17,268-83.9% | $12,562-77.8% |