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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 | $75,968 | $162,136-53.1% | $152,301-50.1% | $154,746-50.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.04% | 91.02%-70.0pp | 80.50%-59.5pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,597 | $4,890-46.9% | $4,624-43.8% | $4,379-40.7% |
| Participant deferral / active EE | $7,986 | $8,341-4.3% | $8,004-0.2% | $6,730+18.7% |
| Admin fee / account holder | $2,046 | $15,759-87.0% | $14,398-85.8% | $14,365-85.8% |