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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 | $136,338 | $185,312-26.4% | $161,489-15.6% | $154,746-11.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.12% | 103.84%-90.7pp | 89.72%-76.6pp | 172.34%-159.2pp |
| Employer contribution / active EE | $6,495 | $4,769+36.2% | $4,268+52.2% | $4,379+48.3% |
| Participant deferral / active EE | $7,091 | $6,350+11.7% | $5,630+25.9% | $6,730+5.4% |
| Admin fee / account holder | $940 | $18,654-95.0% | $16,006-94.1% | $14,365-93.5% |