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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 | $47,846 | $162,136-70.5% | $152,301-68.6% | $154,746-69.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.94% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,413 | $4,890-50.7% | $4,624-47.8% | $4,379-44.9% |
| Participant deferral / active EE | $4,656 | $8,341-44.2% | $8,004-41.8% | $6,730-30.8% |
| Admin fee / account holder | $1,529 | $15,759-90.3% | $14,398-89.4% | $14,365-89.4% |