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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 | $50,106 | $162,136-69.1% | $152,301-67.1% | $154,746-67.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.57% | 91.02%-70.5pp | 80.50%-59.9pp | 172.34%-151.8pp |
| Employer contribution / active EE | $2,096 | $4,890-57.1% | $4,624-54.7% | $4,379-52.1% |
| Participant deferral / active EE | $7,362 | $8,341-11.7% | $8,004-8.0% | $6,730+9.4% |
| Admin fee / account holder | $834 | $15,759-94.7% | $14,398-94.2% | $14,365-94.2% |