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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 | $47,616 | $162,136-70.6% | $152,301-68.7% | $154,746-69.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.57% | 91.02%-71.4pp | 80.50%-60.9pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,212 | $4,890-54.8% | $4,624-52.2% | $4,379-49.5% |
| Participant deferral / active EE | $9,161 | $8,341+9.8% | $8,004+14.5% | $6,730+36.1% |
| Admin fee / account holder | $2,134 | $15,759-86.5% | $14,398-85.2% | $14,365-85.1% |