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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 | $92,375 | $162,136-43.0% | $152,301-39.3% | $154,746-40.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.23% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $6,463 | $4,890+32.2% | $4,624+39.7% | $4,379+47.6% |
| Participant deferral / active EE | $6,463 | $8,341-22.5% | $8,004-19.3% | $6,730-4.0% |
| Admin fee / account holder | $3,306 | $15,759-79.0% | $14,398-77.0% | $14,365-77.0% |