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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 | $69,401 | $162,136-57.2% | $152,301-54.4% | $154,746-55.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.27% | 91.02%-73.8pp | 80.50%-63.2pp | 172.34%-155.1pp |
| Employer contribution / active EE | $4,279 | $4,890-12.5% | $4,624-7.5% | $4,379-2.3% |
| Participant deferral / active EE | $8,695 | $8,341+4.2% | $8,004+8.6% | $6,730+29.2% |
| Admin fee / account holder | $1,891 | $15,759-88.0% | $14,398-86.9% | $14,365-86.8% |