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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 | $71,203 | $185,312-61.6% | $161,489-55.9% | $154,746-54.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.86% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $6,506 | $4,769+36.4% | $4,268+52.4% | $4,379+48.6% |
| Participant deferral / active EE | $10,186 | $6,350+60.4% | $5,630+80.9% | $6,730+51.3% |
| Admin fee / account holder | $4,077 | $18,654-78.1% | $16,006-74.5% | $14,365-71.6% |