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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 | $44,546 | $162,136-72.5% | $152,301-70.8% | $154,746-71.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 27.50% | 91.02%-63.5pp | 80.50%-53.0pp | 172.34%-144.8pp |
| Employer contribution / active EE | $6,533 | $4,890+33.6% | $4,624+41.3% | $4,379+49.2% |
| Participant deferral / active EE | $13,179 | $8,341+58.0% | $8,004+64.7% | $6,730+95.8% |
| Admin fee / account holder | $6,898 | $15,759-56.2% | $14,398-52.1% | $14,365-52.0% |