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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 | $55,065 | $162,136-66.0% | $152,301-63.8% | $154,746-64.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.15% | 91.02%-67.9pp | 80.50%-57.3pp | 172.34%-149.2pp |
| Employer contribution / active EE | $7,360 | $4,890+50.5% | $4,624+59.1% | $4,379+68.1% |
| Participant deferral / active EE | $16,410 | $8,341+96.7% | $8,004+105.0% | $6,730+143.8% |
| Admin fee / account holder | $4,134 | $15,759-73.8% | $14,398-71.3% | $14,365-71.2% |