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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 | $80,099 | $162,136-50.6% | $152,301-47.4% | $154,746-48.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.26% | 91.02%-70.8pp | 80.50%-60.2pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,888 | $4,890-61.4% | $4,624-59.2% | $4,379-56.9% |
| Participant deferral / active EE | $7,160 | $8,341-14.2% | $8,004-10.5% | $6,730+6.4% |
| Admin fee / account holder | $1,098 | $15,759-93.0% | $14,398-92.4% | $14,365-92.4% |