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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 | $58,964 | $162,136-63.6% | $152,301-61.3% | $154,746-61.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.09% | 91.02%-68.9pp | 80.50%-58.4pp | 172.34%-150.2pp |
| Employer contribution / active EE | $4,786 | $4,890-2.1% | $4,624+3.5% | $4,379+9.3% |
| Participant deferral / active EE | $10,927 | $8,341+31.0% | $8,004+36.5% | $6,730+62.4% |
| Admin fee / account holder | $2,291 | $15,759-85.5% | $14,398-84.1% | $14,365-84.1% |