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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 | $99,303 | $162,136-38.8% | $152,301-34.8% | $154,746-35.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.37% | 91.02%-78.6pp | 80.50%-68.1pp | 172.34%-160.0pp |
| Employer contribution / active EE | $3,848 | $4,890-21.3% | $4,624-16.8% | $4,379-12.1% |
| Participant deferral / active EE | $8,663 | $8,341+3.9% | $8,004+8.2% | $6,730+28.7% |
| Admin fee / account holder | $8,413 | $15,759-46.6% | $14,398-41.6% | $14,365-41.4% |