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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 | $91,115 | $162,136-43.8% | $152,301-40.2% | $154,746-41.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.64% | 91.02%-69.4pp | 80.50%-58.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $7,095 | $4,890+45.1% | $4,624+53.4% | $4,379+62.0% |
| Participant deferral / active EE | $14,360 | $8,341+72.2% | $8,004+79.4% | $6,730+113.4% |
| Admin fee / account holder | $420 | $15,759-97.3% | $14,398-97.1% | $14,365-97.1% |