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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 | $30,097 | $162,136-81.4% | $152,301-80.2% | $154,746-80.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.76% | 91.02%-74.3pp | 80.50%-63.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $5,679 | $4,890+16.1% | $4,624+22.8% | $4,379+29.7% |
| Participant deferral / active EE | $10,038 | $8,341+20.3% | $8,004+25.4% | $6,730+49.1% |
| Admin fee / account holder | $11,436 | $15,759-27.4% | $14,398-20.6% | $14,365-20.4% |