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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 | $87,183 | $162,136-46.2% | $152,301-42.8% | $154,746-43.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.20% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $3,801 | $4,890-22.3% | $4,624-17.8% | $4,379-13.2% |
| Participant deferral / active EE | $10,615 | $8,341+27.3% | $8,004+32.6% | $6,730+57.7% |
| Admin fee / account holder | $1,188 | $15,759-92.5% | $14,398-91.7% | $14,365-91.7% |