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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 | $185,312-73.9% | $161,489-70.0% | $154,746-68.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.50% | 103.84%-92.3pp | 89.72%-78.2pp | 172.34%-160.8pp |
| Employer contribution / active EE | $2,314 | $4,769-51.5% | $4,268-45.8% | $4,379-47.2% |
| Participant deferral / active EE | $9,496 | $6,350+49.6% | $5,630+68.7% | $6,730+41.1% |
| Admin fee / account holder | $8,791 | $18,654-52.9% | $16,006-45.1% | $14,365-38.8% |