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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 | $113,926 | $162,136-29.7% | $152,301-25.2% | $154,746-26.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.35% | 91.02%-75.7pp | 80.50%-65.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $3,374 | $4,890-31.0% | $4,624-27.0% | $4,379-23.0% |
| Participant deferral / active EE | $8,726 | $8,341+4.6% | $8,004+9.0% | $6,730+29.7% |
| Admin fee / account holder | $15,235 | $15,759-3.3% | $14,398+5.8% | $14,365+6.1% |