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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 | $51,583 | $185,312-72.2% | $161,489-68.1% | $154,746-66.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.93% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,238 | $4,769-74.0% | $4,268-71.0% | $4,379-71.7% |
| Participant deferral / active EE | $2,419 | $6,350-61.9% | $5,630-57.0% | $6,730-64.1% |
| Admin fee / account holder | $2,902 | $18,654-84.4% | $16,006-81.9% | $14,365-79.8% |