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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 | $49,744 | $162,136-69.3% | $152,301-67.3% | $154,746-67.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.23% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $5,298 | $4,890+8.3% | $4,624+14.6% | $4,379+21.0% |
| Participant deferral / active EE | $7,464 | $8,341-10.5% | $8,004-6.7% | $6,730+10.9% |
| Admin fee / account holder | $2,543 | $15,759-83.9% | $14,398-82.3% | $14,365-82.3% |