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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 | $153,789 | $185,312-17.0% | $161,489-4.8% | $154,746-0.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.10% | 103.84%-91.7pp | 89.72%-77.6pp | 172.34%-160.2pp |
| Employer contribution / active EE | $8,025 | $4,769+68.3% | $4,268+88.0% | $4,379+83.3% |
| Participant deferral / active EE | $13,000 | $6,350+104.7% | $5,630+130.9% | $6,730+93.2% |
| Admin fee / account holder | $2,805 | $18,654-85.0% | $16,006-82.5% | $14,365-80.5% |