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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 | $63,902 | $162,136-60.6% | $152,301-58.0% | $154,746-58.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.94% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $4,418 | $4,890-9.7% | $4,624-4.5% | $4,379+0.9% |
| Participant deferral / active EE | $11,600 | $8,341+39.1% | $8,004+44.9% | $6,730+72.3% |
| Admin fee / account holder | $29,726 | $15,759+88.6% | $14,398+106.5% | $14,365+106.9% |