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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 | $101,070 | $162,136-37.7% | $152,301-33.6% | $154,746-34.7% |
| 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 | $8,062 | $4,890+64.9% | $4,624+74.3% | $4,379+84.1% |
| Participant deferral / active EE | $7,876 | $8,341-5.6% | $8,004-1.6% | $6,730+17.0% |
| Admin fee / account holder | $3,861 | $15,759-75.5% | $14,398-73.2% | $14,365-73.1% |