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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 | $95,477 | $162,136-41.1% | $152,301-37.3% | $154,746-38.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.91% | 91.02%-67.1pp | 80.50%-56.6pp | 172.34%-148.4pp |
| Employer contribution / active EE | $4,456 | $4,890-8.9% | $4,624-3.6% | $4,379+1.8% |
| Participant deferral / active EE | $22,166 | $8,341+165.8% | $8,004+176.9% | $6,730+229.3% |
| Admin fee / account holder | $1,541 | $15,759-90.2% | $14,398-89.3% | $14,365-89.3% |