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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 | $93,593 | $162,136-42.3% | $152,301-38.5% | $154,746-39.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.13% | 91.02%-71.9pp | 80.50%-61.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $5,745 | $4,890+17.5% | $4,624+24.2% | $4,379+31.2% |
| Participant deferral / active EE | $12,545 | $8,341+50.4% | $8,004+56.7% | $6,730+86.4% |
| Admin fee / account holder | $2,925 | $15,759-81.4% | $14,398-79.7% | $14,365-79.6% |