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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 | $105,519 | $162,136-34.9% | $152,301-30.7% | $154,746-31.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.27% | 91.02%-77.7pp | 80.50%-67.2pp | 172.34%-159.1pp |
| Employer contribution / active EE | $5,676 | $4,890+16.1% | $4,624+22.7% | $4,379+29.6% |
| Participant deferral / active EE | $7,396 | $8,341-11.3% | $8,004-7.6% | $6,730+9.9% |
| Admin fee / account holder | $42,822 | $15,759+171.7% | $14,398+197.4% | $14,365+198.1% |