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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 | $95,082 | $162,136-41.4% | $152,301-37.6% | $154,746-38.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.55% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $7,644 | $4,890+56.3% | $4,624+65.3% | $4,379+74.6% |
| Participant deferral / active EE | $12,119 | $8,341+45.3% | $8,004+51.4% | $6,730+80.1% |
| Admin fee / account holder | $814 | $15,759-94.8% | $14,398-94.3% | $14,365-94.3% |