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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 | $56,968 | $162,136-64.9% | $152,301-62.6% | $154,746-63.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.23% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,364 | $4,890-51.7% | $4,624-48.9% | $4,379-46.0% |
| Participant deferral / active EE | $7,745 | $8,341-7.1% | $8,004-3.2% | $6,730+15.1% |
| Admin fee / account holder | $2,320 | $15,759-85.3% | $14,398-83.9% | $14,365-83.8% |