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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 | $51,302 | $162,136-68.4% | $152,301-66.3% | $154,746-66.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.43% | 91.02%-70.6pp | 80.50%-60.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $5,677 | $4,890+16.1% | $4,624+22.8% | $4,379+29.6% |
| Participant deferral / active EE | $8,861 | $8,341+6.2% | $8,004+10.7% | $6,730+31.7% |
| Admin fee / account holder | $10,139 | $15,759-35.7% | $14,398-29.6% | $14,365-29.4% |