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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 | $136,994 | $185,312-26.1% | $161,489-15.2% | $154,746-11.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.43% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $5,401 | $4,769+13.3% | $4,268+26.5% | $4,379+23.3% |
| Participant deferral / active EE | $6,691 | $6,350+5.4% | $5,630+18.9% | $6,730-0.6% |
| Admin fee / account holder | $693 | $18,654-96.3% | $16,006-95.7% | $14,365-95.2% |