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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 | $47,244 | $162,136-70.9% | $152,301-69.0% | $154,746-69.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.69% | 91.02%-70.3pp | 80.50%-59.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $3,229 | $4,890-34.0% | $4,624-30.2% | $4,379-26.3% |
| Participant deferral / active EE | $9,429 | $8,341+13.0% | $8,004+17.8% | $6,730+40.1% |
| Admin fee / account holder | $1,067 | $15,759-93.2% | $14,398-92.6% | $14,365-92.6% |