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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 | $115,467 | $162,136-28.8% | $152,301-24.2% | $154,746-25.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.84% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $5,916 | $4,890+21.0% | $4,624+27.9% | $4,379+35.1% |
| Participant deferral / active EE | $14,422 | $8,341+72.9% | $8,004+80.2% | $6,730+114.3% |
| Admin fee / account holder | $8,139 | $15,759-48.4% | $14,398-43.5% | $14,365-43.3% |