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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 | $100,321 | $162,136-38.1% | $152,301-34.1% | $154,746-35.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.37% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $9,109 | $4,890+86.3% | $4,624+97.0% | $4,379+108.0% |
| Participant deferral / active EE | $9,357 | $8,341+12.2% | $8,004+16.9% | $6,730+39.0% |
| Admin fee / account holder | $10,325 | $15,759-34.5% | $14,398-28.3% | $14,365-28.1% |