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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 | $78,483 | $162,136-51.6% | $152,301-48.5% | $154,746-49.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.55% | 91.02%-73.5pp | 80.50%-62.9pp | 172.34%-154.8pp |
| Employer contribution / active EE | $5,902 | $4,890+20.7% | $4,624+27.6% | $4,379+34.8% |
| Participant deferral / active EE | $7,880 | $8,341-5.5% | $8,004-1.5% | $6,730+17.1% |
| Admin fee / account holder | $525 | $15,759-96.7% | $14,398-96.4% | $14,365-96.3% |