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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 | $170,115 | $185,905-8.5% | $170,0570% | $139,487+22.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 45.91% | 60.56%-14.7pp | 53.42%-7.5pp | 373.84%-327.9pp |
| Employer contribution / active EE | $4,543 | $7,597-40.2% | $6,790-33.1% | $4,755-4.5% |
| Participant deferral / active EE | $11,434 | $11,627-1.7% | $10,411+9.8% | $6,713+70.3% |
| Admin fee / account holder | $571 | $15,397-96.3% | $12,826-95.5% | $11,407-95.0% |