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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 | $48,410 | $181,062-73.3% | $158,223-69.4% | $155,188-68.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.50% | 57.39%-45.9pp | 52.09%-40.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $2,314 | $4,565-49.3% | $4,109-43.7% | $4,248-45.5% |
| Participant deferral / active EE | $9,496 | $6,134+54.8% | $5,467+73.7% | $6,531+45.4% |
| Admin fee / account holder | $8,791 | $18,825-53.3% | $16,047-45.2% | $14,480-39.3% |