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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 | $69,063 | $162,136-57.4% | $152,301-54.7% | $154,746-55.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.17% | 91.02%-73.9pp | 80.50%-63.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $7,709 | $4,890+57.6% | $4,624+66.7% | $4,379+76.0% |
| Participant deferral / active EE | $10,119 | $8,341+21.3% | $8,004+26.4% | $6,730+50.3% |
| Admin fee / account holder | $12,300 | $15,759-22.0% | $14,398-14.6% | $14,365-14.4% |