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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 | $98,495 | $185,312-46.8% | $161,489-39.0% | $154,746-36.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.14% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,405 | $4,769-70.5% | $4,268-67.1% | $4,379-67.9% |
| Participant deferral / active EE | $6,048 | $6,350-4.8% | $5,630+7.4% | $6,730-10.1% |
| Admin fee / account holder | $970 | $18,654-94.8% | $16,006-93.9% | $14,365-93.2% |