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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 | $65,598 | $162,136-59.5% | $152,301-56.9% | $154,746-57.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.25% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $6,028 | $4,890+23.3% | $4,624+30.3% | $4,379+37.6% |
| Participant deferral / active EE | $6,850 | $8,341-17.9% | $8,004-14.4% | $6,730+1.8% |
| Admin fee / account holder | $9,847 | $15,759-37.5% | $14,398-31.6% | $14,365-31.4% |