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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 | $49,588 | $162,136-69.4% | $152,301-67.4% | $154,746-68.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.02% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,374 | $4,890-51.5% | $4,624-48.7% | $4,379-45.8% |
| Participant deferral / active EE | $5,317 | $8,341-36.3% | $8,004-33.6% | $6,730-21.0% |
| Admin fee / account holder | $1,774 | $15,759-88.7% | $14,398-87.7% | $14,365-87.7% |