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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 | $31,278 | $162,136-80.7% | $152,301-79.5% | $154,746-79.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.36% | 91.02%-68.7pp | 80.50%-58.1pp | 172.34%-150.0pp |
| Employer contribution / active EE | $5,536 | $4,890+13.2% | $4,624+19.7% | $4,379+26.4% |
| Participant deferral / active EE | $8,822 | $8,341+5.8% | $8,004+10.2% | $6,730+31.1% |
| Admin fee / account holder | $5,405 | $15,759-65.7% | $14,398-62.5% | $14,365-62.4% |