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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 | $140,250 | $162,136-13.5% | $152,301-7.9% | $154,746-9.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.77% | 91.02%-79.3pp | 80.50%-68.7pp | 172.34%-160.6pp |
| Employer contribution / active EE | $9,046 | $4,890+85.0% | $4,624+95.6% | $4,379+106.6% |
| Participant deferral / active EE | $9,228 | $8,341+10.6% | $8,004+15.3% | $6,730+37.1% |
| Admin fee / account holder | $7,151 | $15,759-54.6% | $14,398-50.3% | $14,365-50.2% |