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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 | $48,627 | $162,136-70.0% | $152,301-68.1% | $154,746-68.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.31% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,417 | $4,890-50.6% | $4,624-47.7% | $4,379-44.8% |
| Participant deferral / active EE | $3,900 | $8,341-53.2% | $8,004-51.3% | $6,730-42.0% |
| Admin fee / account holder | $5,777 | $15,759-63.3% | $14,398-59.9% | $14,365-59.8% |