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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 | $47,135 | $223,823-78.9% | $211,142-77.7% | $154,746-69.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.90% | 50.39%-36.5pp | 46.84%-32.9pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,344 | $6,787-65.5% | $6,442-63.6% | $4,379-46.5% |
| Participant deferral / active EE | $3,991 | $9,750-59.1% | $9,284-57.0% | $6,730-40.7% |
| Admin fee / account holder | $12,933 | $19,707-34.4% | $19,076-32.2% | $14,365-10.0% |