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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 | $47,088 | $185,312-74.6% | $161,489-70.8% | $154,746-69.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.22% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $3,300 | $4,769-30.8% | $4,268-22.7% | $4,379-24.6% |
| Participant deferral / active EE | $2,437 | $6,350-61.6% | $5,630-56.7% | $6,730-63.8% |
| Admin fee / account holder | $3,177 | $18,654-83.0% | $16,006-80.2% | $14,365-77.9% |