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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 | $44,341 | $162,136-72.7% | $152,301-70.9% | $154,746-71.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.29% | 91.02%-66.7pp | 80.50%-56.2pp | 172.34%-148.0pp |
| Employer contribution / active EE | $4,417 | $4,890-9.7% | $4,624-4.5% | $4,379+0.9% |
| Participant deferral / active EE | $14,278 | $8,341+71.2% | $8,004+78.4% | $6,730+112.1% |
| Admin fee / account holder | $2,913 | $15,759-81.5% | $14,398-79.8% | $14,365-79.7% |