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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 | $124,913 | $185,312-32.6% | $161,489-22.6% | $154,746-19.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.64% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $5,710 | $4,769+19.7% | $4,268+33.8% | $4,379+30.4% |
| Participant deferral / active EE | $2,268 | $6,350-64.3% | $5,630-59.7% | $6,730-66.3% |
| Admin fee / account holder | $2,623 | $18,654-85.9% | $16,006-83.6% | $14,365-81.7% |