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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 | $90,531 | $185,312-51.1% | $161,489-43.9% | $154,746-41.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.42% | 103.84%-92.4pp | 89.72%-78.3pp | 172.34%-160.9pp |
| Employer contribution / active EE | $4,230 | $4,769-11.3% | $4,268-0.9% | $4,379-3.4% |
| Participant deferral / active EE | $6,032 | $6,350-5.0% | $5,630+7.1% | $6,730-10.4% |
| Admin fee / account holder | $46,502 | $18,654+149.3% | $16,006+190.5% | $14,365+223.7% |