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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 | $129,978 | $162,136-19.8% | $152,301-14.7% | $154,746-16.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.56% | 91.02%-71.5pp | 80.50%-60.9pp | 172.34%-152.8pp |
| Employer contribution / active EE | $4,201 | $4,890-14.1% | $4,624-9.2% | $4,379-4.1% |
| Participant deferral / active EE | $17,417 | $8,341+108.8% | $8,004+117.6% | $6,730+158.8% |
| Admin fee / account holder | $2,607 | $15,759-83.5% | $14,398-81.9% | $14,365-81.9% |