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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 | $69,459 | $162,136-57.2% | $152,301-54.4% | $154,746-55.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.10% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $5,600 | $4,890+14.5% | $4,624+21.1% | $4,379+27.9% |
| Participant deferral / active EE | $11,375 | $8,341+36.4% | $8,004+42.1% | $6,730+69.0% |
| Admin fee / account holder | $6,746 | $15,759-57.2% | $14,398-53.1% | $14,365-53.0% |