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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 | $79,529 | $162,136-50.9% | $152,301-47.8% | $154,746-48.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.49% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.9pp |
| Employer contribution / active EE | $7,207 | $4,890+47.4% | $4,624+55.8% | $4,379+64.6% |
| Participant deferral / active EE | $10,060 | $8,341+20.6% | $8,004+25.7% | $6,730+49.5% |
| Admin fee / account holder | $6,752 | $15,759-57.2% | $14,398-53.1% | $14,365-53.0% |