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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 | $48,669 | $156,398-68.9% | $147,318-67.0% | $138,895-65.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 45.10% | 78.75%-33.6pp | 70.43%-25.3pp | 145.39%-100.3pp |
| Employer contribution / active EE | $3,063 | $4,853-36.9% | $4,593-33.3% | $4,194-27.0% |
| Participant deferral / active EE | $9,960 | $8,237+20.9% | $7,906+26.0% | $6,396+55.7% |
| Admin fee / account holder | $5,685 | $14,976-62.0% | $13,708-58.5% | $12,562-54.7% |