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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 | $123,883 | $162,136-23.6% | $152,301-18.7% | $154,746-19.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 36.62% | 91.02%-54.4pp | 80.50%-43.9pp | 172.34%-135.7pp |
| Employer contribution / active EE | $3,470 | $4,890-29.0% | $4,624-25.0% | $4,379-20.8% |
| Participant deferral / active EE | $16,162 | $8,341+93.8% | $8,004+101.9% | $6,730+140.1% |
| Admin fee / account holder | $5,790 | $15,759-63.3% | $14,398-59.8% | $14,365-59.7% |