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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 | $113,804 | $162,136-29.8% | $152,301-25.3% | $154,746-26.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.07% | 91.02%-76.0pp | 80.50%-65.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,401 | $4,890-30.5% | $4,624-26.5% | $4,379-22.3% |
| Participant deferral / active EE | $8,642 | $8,341+3.6% | $8,004+8.0% | $6,730+28.4% |
| Admin fee / account holder | $1,199 | $15,759-92.4% | $14,398-91.7% | $14,365-91.7% |