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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 | $48,808 | $227,291-78.5% | $214,702-77.3% | $155,188-68.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 9.38% | 60.08%-50.7pp | 54.55%-45.2pp | 148.84%-139.5pp |
| Employer contribution / active EE | $4,644 | $6,772-31.4% | $6,461-28.1% | $4,248+9.3% |
| Participant deferral / active EE | $5,034 | $9,582-47.5% | $9,147-45.0% | $6,531-22.9% |
| Admin fee / account holder | $6,214 | $20,413-69.6% | $19,830-68.7% | $14,480-57.1% |