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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 | $109,232 | $162,136-32.6% | $152,301-28.3% | $154,746-29.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.51% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $5,387 | $4,890+10.2% | $4,624+16.5% | $4,379+23.0% |
| Participant deferral / active EE | $12,480 | $8,341+49.6% | $8,004+55.9% | $6,730+85.4% |
| Admin fee / account holder | $12,821 | $15,759-18.6% | $14,398-11.0% | $14,365-10.7% |