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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 | $68,320 | $185,312-63.1% | $161,489-57.7% | $154,746-55.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.66% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,256 | $4,769-52.7% | $4,268-47.1% | $4,379-48.5% |
| Participant deferral / active EE | $6,569 | $6,350+3.5% | $5,630+16.7% | $6,730-2.4% |
| Admin fee / account holder | $510 | $18,654-97.3% | $16,006-96.8% | $14,365-96.5% |