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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 | $113,228 | $162,136-30.2% | $152,301-25.7% | $154,746-26.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.61% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $3,207 | $4,890-34.4% | $4,624-30.6% | $4,379-26.8% |
| Participant deferral / active EE | $10,364 | $8,341+24.3% | $8,004+29.5% | $6,730+54.0% |
| Admin fee / account holder | $1,479 | $15,759-90.6% | $14,398-89.7% | $14,365-89.7% |