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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 | $136,443 | $208,088-34.4% | $186,193-26.7% | $154,746-11.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.60% | 89.97%-70.4pp | 78.03%-58.4pp | 172.34%-152.7pp |
| Employer contribution / active EE | $4,420 | $4,340+1.9% | $3,918+12.8% | $4,379+0.9% |
| Participant deferral / active EE | $15,973 | $7,078+125.7% | $6,513+145.2% | $6,730+137.3% |
| Admin fee / account holder | $5,082 | $11,698-56.6% | $11,058-54.0% | $14,365-64.6% |