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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 | $52,134 | $162,136-67.8% | $152,301-65.8% | $154,746-66.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.87% | 91.02%-75.2pp | 80.50%-64.6pp | 172.34%-156.5pp |
| Employer contribution / active EE | $6,072 | $4,890+24.2% | $4,624+31.3% | $4,379+38.7% |
| Participant deferral / active EE | $12,386 | $8,341+48.5% | $8,004+54.8% | $6,730+84.0% |
| Admin fee / account holder | $12,764 | $15,759-19.0% | $14,398-11.3% | $14,365-11.1% |