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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 | $68,515 | $162,136-57.7% | $152,301-55.0% | $154,746-55.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.72% | 91.02%-69.3pp | 80.50%-58.8pp | 172.34%-150.6pp |
| Employer contribution / active EE | $11,219 | $4,890+129.4% | $4,624+142.6% | $4,379+156.2% |
| Participant deferral / active EE | $10,979 | $8,341+31.6% | $8,004+37.2% | $6,730+63.1% |
| Admin fee / account holder | $7,161 | $15,759-54.6% | $14,398-50.3% | $14,365-50.1% |