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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 | $122,475 | $196,972-37.8% | $182,262-32.8% | $198,609-38.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.02% | 158.27%-148.3pp | 140.60%-130.6pp | 202.70%-192.7pp |
| Employer contribution / active EE | $7,707 | $5,364+43.7% | $5,046+52.7% | $5,055+52.4% |
| Participant deferral / active EE | $4,712 | $8,643-45.5% | $8,276-43.1% | $6,977-32.5% |
| Admin fee / account holder | $619 | $18,429-96.6% | $16,712-96.3% | $19,030-96.7% |