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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 | $68,970 | $162,136-57.5% | $152,301-54.7% | $154,746-55.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 26.95% | 91.02%-64.1pp | 80.50%-53.6pp | 172.34%-145.4pp |
| Employer contribution / active EE | $15,040 | $4,890+207.5% | $4,624+225.2% | $4,379+243.4% |
| Participant deferral / active EE | $11,683 | $8,341+40.1% | $8,004+46.0% | $6,730+73.6% |
| Admin fee / account holder | $10,707 | $15,759-32.1% | $14,398-25.6% | $14,365-25.5% |