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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 | $48,663 | $185,312-73.7% | $161,489-69.9% | $154,746-68.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.83% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $1,144 | $4,769-76.0% | $4,268-73.2% | $4,379-73.9% |
| Participant deferral / active EE | $4,659 | $6,350-26.6% | $5,630-17.2% | $6,730-30.8% |
| Admin fee / account holder | $1,476 | $18,654-92.1% | $16,006-90.8% | $14,365-89.7% |