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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 | $46,960 | $162,136-71.0% | $152,301-69.2% | $154,746-69.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.03% | 91.02%-69.0pp | 80.50%-58.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $12,327 | $4,890+152.1% | $4,624+166.5% | $4,379+181.5% |
| Participant deferral / active EE | $9,759 | $8,341+17.0% | $8,004+21.9% | $6,730+45.0% |
| Admin fee / account holder | $6,476 | $15,759-58.9% | $14,398-55.0% | $14,365-54.9% |