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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 | $77,299 | $162,136-52.3% | $152,301-49.2% | $154,746-50.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.39% | 91.02%-72.6pp | 80.50%-62.1pp | 172.34%-154.0pp |
| Employer contribution / active EE | $6,004 | $4,890+22.8% | $4,624+29.8% | $4,379+37.1% |
| Participant deferral / active EE | $15,650 | $8,341+87.6% | $8,004+95.5% | $6,730+132.5% |
| Admin fee / account holder | $1,485 | $15,759-90.6% | $14,398-89.7% | $14,365-89.7% |