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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 | $118,986 | $185,312-35.8% | $161,489-26.3% | $154,746-23.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.75% | 103.84%-93.1pp | 89.72%-79.0pp | 172.34%-161.6pp |
| Employer contribution / active EE | $7,220 | $4,769+51.4% | $4,268+69.2% | $4,379+64.9% |
| Participant deferral / active EE | $18,955 | $6,350+198.5% | $5,630+236.7% | $6,730+181.6% |
| Admin fee / account holder | $9,818 | $18,654-47.4% | $16,006-38.7% | $14,365-31.7% |