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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 | $113,929 | $162,136-29.7% | $152,301-25.2% | $154,746-26.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.35% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,549 | $4,890-68.3% | $4,624-66.5% | $4,379-64.6% |
| Participant deferral / active EE | $15,494 | $8,341+85.8% | $8,004+93.6% | $6,730+130.2% |
| Admin fee / account holder | $1,216 | $15,759-92.3% | $14,398-91.6% | $14,365-91.5% |