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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 | $64,246 | $162,136-60.4% | $152,301-57.8% | $154,746-58.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.58% | 91.02%-71.4pp | 80.50%-60.9pp | 172.34%-152.8pp |
| Employer contribution / active EE | $6,543 | $4,890+33.8% | $4,624+41.5% | $4,379+49.4% |
| Participant deferral / active EE | $14,425 | $8,341+72.9% | $8,004+80.2% | $6,730+114.3% |
| Admin fee / account holder | $7,692 | $15,759-51.2% | $14,398-46.6% | $14,365-46.5% |