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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 | $81,667 | $162,136-49.6% | $152,301-46.4% | $154,746-47.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.87% | 91.02%-70.2pp | 80.50%-59.6pp | 172.34%-151.5pp |
| Employer contribution / active EE | $3,822 | $4,890-21.9% | $4,624-17.4% | $4,379-12.7% |
| Participant deferral / active EE | $12,906 | $8,341+54.7% | $8,004+61.3% | $6,730+91.8% |
| Admin fee / account holder | $1,594 | $15,759-89.9% | $14,398-88.9% | $14,365-88.9% |