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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 | $100,367 | $162,136-38.1% | $152,301-34.1% | $154,746-35.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.21% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $5,782 | $4,890+18.2% | $4,624+25.0% | $4,379+32.0% |
| Participant deferral / active EE | $12,057 | $8,341+44.6% | $8,004+50.6% | $6,730+79.1% |
| Admin fee / account holder | $9,643 | $15,759-38.8% | $14,398-33.0% | $14,365-32.9% |