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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 | $85,834 | $162,136-47.1% | $152,301-43.6% | $154,746-44.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.83% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $3,076 | $4,890-37.1% | $4,624-33.5% | $4,379-29.7% |
| Participant deferral / active EE | $6,778 | $8,341-18.7% | $8,004-15.3% | $6,730+0.7% |
| Admin fee / account holder | $825 | $15,759-94.8% | $14,398-94.3% | $14,365-94.3% |