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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 | $56,272 | $162,136-65.3% | $152,301-63.1% | $154,746-63.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.44% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $14,168 | $4,890+189.7% | $4,624+206.4% | $4,379+223.5% |
| Participant deferral / active EE | $6,714 | $8,341-19.5% | $8,004-16.1% | $6,730-0.2% |
| Admin fee / account holder | $6,589 | $15,759-58.2% | $14,398-54.2% | $14,365-54.1% |