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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 | $104,197 | $162,136-35.7% | $152,301-31.6% | $154,746-32.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.07% | 91.02%-74.0pp | 80.50%-63.4pp | 172.34%-155.3pp |
| Employer contribution / active EE | $3,850 | $4,890-21.3% | $4,624-16.7% | $4,379-12.1% |
| Participant deferral / active EE | $13,901 | $8,341+66.7% | $8,004+73.7% | $6,730+106.5% |
| Admin fee / account holder | $1,849 | $15,759-88.3% | $14,398-87.2% | $14,365-87.1% |