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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 | $135,423 | $185,312-26.9% | $161,489-16.1% | $154,746-12.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.06% | 103.84%-91.8pp | 89.72%-77.7pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,741 | $4,769-63.5% | $4,268-59.2% | $4,379-60.2% |
| Participant deferral / active EE | $9,598 | $6,350+51.2% | $5,630+70.5% | $6,730+42.6% |
| Admin fee / account holder | $535 | $18,654-97.1% | $16,006-96.7% | $14,365-96.3% |