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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 | $47,536 | $162,136-70.7% | $152,301-68.8% | $154,746-69.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.39% | 91.02%-68.6pp | 80.50%-58.1pp | 172.34%-149.9pp |
| Employer contribution / active EE | $4,687 | $4,890-4.2% | $4,624+1.3% | $4,379+7.0% |
| Participant deferral / active EE | $9,089 | $8,341+9.0% | $8,004+13.6% | $6,730+35.0% |
| Admin fee / account holder | $5,939 | $15,759-62.3% | $14,398-58.7% | $14,365-58.7% |