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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 | $54,055 | $162,136-66.7% | $152,301-64.5% | $154,746-65.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.69% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.7pp |
| Employer contribution / active EE | $4,222 | $4,890-13.7% | $4,624-8.7% | $4,379-3.6% |
| Participant deferral / active EE | $6,695 | $8,341-19.7% | $8,004-16.4% | $6,730-0.5% |
| Admin fee / account holder | $18,426 | $15,759+16.9% | $14,398+28.0% | $14,365+28.3% |