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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 | $63,263 | $162,136-61.0% | $152,301-58.5% | $154,746-59.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.45% | 91.02%-75.6pp | 80.50%-65.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,307 | $4,890-73.3% | $4,624-71.7% | $4,379-70.1% |
| Participant deferral / active EE | $4,725 | $8,341-43.4% | $8,004-41.0% | $6,730-29.8% |
| Admin fee / account holder | $3,428 | $15,759-78.3% | $14,398-76.2% | $14,365-76.1% |