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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 | $47,579 | $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 | 17.51% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,268 | $4,890-33.2% | $4,624-29.3% | $4,379-25.4% |
| Participant deferral / active EE | $11,019 | $8,341+32.1% | $8,004+37.7% | $6,730+63.7% |
| Admin fee / account holder | $1,129 | $15,759-92.8% | $14,398-92.2% | $14,365-92.1% |