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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 | $121,069 | $162,136-25.3% | $152,301-20.5% | $154,746-21.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 29.65% | 91.02%-61.4pp | 80.50%-50.9pp | 172.34%-142.7pp |
| Employer contribution / active EE | $7,730 | $4,890+58.1% | $4,624+67.1% | $4,379+76.5% |
| Participant deferral / active EE | $12,371 | $8,341+48.3% | $8,004+54.6% | $6,730+83.8% |
| Admin fee / account holder | $3,474 | $15,759-78.0% | $14,398-75.9% | $14,365-75.8% |