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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 | $57,697 | $162,136-64.4% | $152,301-62.1% | $154,746-62.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.83% | 91.02%-72.2pp | 80.50%-61.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $5,582 | $4,890+14.1% | $4,624+20.7% | $4,379+27.5% |
| Participant deferral / active EE | $7,881 | $8,341-5.5% | $8,004-1.5% | $6,730+17.1% |
| Admin fee / account holder | $1,598 | $15,759-89.9% | $14,398-88.9% | $14,365-88.9% |