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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 | $46,610 | $185,312-74.8% | $161,489-71.1% | $154,746-69.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.94% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $4,886 | $4,769+2.5% | $4,268+14.5% | $4,379+11.6% |
| Participant deferral / active EE | $10,272 | $6,350+61.8% | $5,630+82.5% | $6,730+52.6% |
| Admin fee / account holder | $10,703 | $18,654-42.6% | $16,006-33.1% | $14,365-25.5% |