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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 | $46,012 | $162,136-71.6% | $152,301-69.8% | $154,746-70.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.73% | 91.02%-71.3pp | 80.50%-60.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $8,044 | $4,890+64.5% | $4,624+73.9% | $4,379+83.7% |
| Participant deferral / active EE | $8,739 | $8,341+4.8% | $8,004+9.2% | $6,730+29.8% |
| Admin fee / account holder | $3,126 | $15,759-80.2% | $14,398-78.3% | $14,365-78.2% |