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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 | $99,545 | $162,136-38.6% | $152,301-34.6% | $154,746-35.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.79% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $10,443 | $4,890+113.6% | $4,624+125.8% | $4,379+138.5% |
| Participant deferral / active EE | $8,729 | $8,341+4.7% | $8,004+9.1% | $6,730+29.7% |
| Admin fee / account holder | $3,697 | $15,759-76.5% | $14,398-74.3% | $14,365-74.3% |