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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 | $84,477 | $162,136-47.9% | $152,301-44.5% | $154,746-45.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.96% | 91.02%-77.1pp | 80.50%-66.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,243 | $4,890-33.7% | $4,624-29.9% | $4,379-25.9% |
| Participant deferral / active EE | $11,161 | $8,341+33.8% | $8,004+39.5% | $6,730+65.8% |
| Admin fee / account holder | $5,135 | $15,759-67.4% | $14,398-64.3% | $14,365-64.3% |