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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 | $70,806 | $185,312-61.8% | $161,489-56.2% | $154,746-54.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.51% | 103.84%-93.3pp | 89.72%-79.2pp | 172.34%-161.8pp |
| Employer contribution / active EE | $9,745 | $4,769+104.3% | $4,268+128.3% | $4,379+122.5% |
| Participant deferral / active EE | $8,669 | $6,350+36.5% | $5,630+54.0% | $6,730+28.8% |
| Admin fee / account holder | $4,761 | $18,654-74.5% | $16,006-70.3% | $14,365-66.9% |