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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 | $80,289 | $185,312-56.7% | $161,489-50.3% | $154,746-48.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.16% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $5,026 | $4,769+5.4% | $4,268+17.8% | $4,379+14.8% |
| Participant deferral / active EE | $5,833 | $6,350-8.1% | $5,630+3.6% | $6,730-13.3% |
| Admin fee / account holder | $1,127 | $18,654-94.0% | $16,006-93.0% | $14,365-92.2% |