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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 | $80,485 | $196,972-59.1% | $182,262-55.8% | $198,609-59.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.03% | 158.27%-140.2pp | 140.60%-122.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $3,722 | $5,364-30.6% | $5,046-26.2% | $5,055-26.4% |
| Participant deferral / active EE | $7,691 | $8,643-11.0% | $8,276-7.1% | $6,977+10.2% |
| Admin fee / account holder | $912 | $18,429-95.0% | $16,712-94.5% | $19,030-95.2% |