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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 | $87,253 | $185,312-52.9% | $161,489-46.0% | $154,746-43.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.81% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $5,958 | $4,769+24.9% | $4,268+39.6% | $4,379+36.0% |
| Participant deferral / active EE | $4,757 | $6,350-25.1% | $5,630-15.5% | $6,730-29.3% |
| Admin fee / account holder | $787 | $18,654-95.8% | $16,006-95.1% | $14,365-94.5% |