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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 | $58,254 | $185,312-68.6% | $161,489-63.9% | $154,746-62.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.60% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,933 | $4,769-38.5% | $4,268-31.3% | $4,379-33.0% |
| Participant deferral / active EE | $13,279 | $6,350+109.1% | $5,630+135.9% | $6,730+97.3% |
| Admin fee / account holder | $4,797 | $18,654-74.3% | $16,006-70.0% | $14,365-66.6% |