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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 | $69,958 | $162,136-56.9% | $152,301-54.1% | $154,746-54.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.92% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $4,716 | $4,890-3.6% | $4,624+2.0% | $4,379+7.7% |
| Participant deferral / active EE | $4,558 | $8,341-45.4% | $8,004-43.1% | $6,730-32.3% |
| Admin fee / account holder | $23,360 | $15,759+48.2% | $14,398+62.2% | $14,365+62.6% |