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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 | $61,943 | $162,136-61.8% | $152,301-59.3% | $154,746-60.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.17% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.2pp |
| Employer contribution / active EE | $4,659 | $4,890-4.7% | $4,624+0.7% | $4,379+6.4% |
| Participant deferral / active EE | $9,136 | $8,341+9.5% | $8,004+14.1% | $6,730+35.7% |
| Admin fee / account holder | $10,392 | $15,759-34.1% | $14,398-27.8% | $14,365-27.7% |