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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 | $64,098 | $162,136-60.5% | $152,301-57.9% | $154,746-58.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.03% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $6,906 | $4,890+41.2% | $4,624+49.3% | $4,379+57.7% |
| Participant deferral / active EE | $13,605 | $8,341+63.1% | $8,004+70.0% | $6,730+102.1% |
| Admin fee / account holder | $2,138 | $15,759-86.4% | $14,398-85.2% | $14,365-85.1% |