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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 | $76,060 | $162,136-53.1% | $152,301-50.1% | $154,746-50.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.84% | 91.02%-78.2pp | 80.50%-67.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $3,520 | $4,890-28.0% | $4,624-23.9% | $4,379-19.6% |
| Participant deferral / active EE | $13,958 | $8,341+67.3% | $8,004+74.4% | $6,730+107.4% |
| Admin fee / account holder | $954 | $15,759-93.9% | $14,398-93.4% | $14,365-93.4% |